Wallick Investments’ Core Growth and Fidelis portfolios receive 4-star Overall Morningstar RatingTM
November 13, 2017
Wallick Investments, LLC continues to deliver consistently exceptional performance. WI Fidelis composite received a 4-star Overall Morningstar RatingTM among 495 large-cap blend products as of September 30, 2017. This is the 4th straight quarter and 7th out of 13 that Wallick Investments’ Fidelis portfolio has received a 4-star or greater Morningstar Rating. WI Fidelis has received a 3-star or greater Morningstar Rating for 100% of its reporting quarters.
WI Core Growth composite received a 4-star Overall Morningstar Rating among 155 mid-cap blend products as of September 30, 2017. This is the 15th quarter out of 22 that Wallick Investments’ Core Growth has received a 4-star or greater Morningstar Rating. WI Core Growth has received a 3-star or greater Morningstar Rating for 100% of its reporting quarters.
The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.*
Wallick Investments
Since 2005, South Carolina RIA firm Wallick Investments offers both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a CFA Institute member, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. Its strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For information on all Wallick Investments’ portfolios and performance, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.
© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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