Highest Morningstar Rating continues for WI Fidelis 10-year and overall risk-adjusted performance
August 5, 2022
COLUMBIA, S.C. – Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar RatingTM for 3-year and Overall risk-adjusted performance among 149 Mid-Cap Blend products, all as of June 30, 2022. Only the top 10% of products in each product category receive 5 stars.*
Wade Stinnette, Dan Wallick, Susan Wallick and Jake Wallick
Based on Morningstar’s 10-year Sharpe Ratio (return per unit of risk), WI Fidelis was #2 in the nation among Mid-Cap Blend managers reporting as of 2Q2022. WI Fidelis also received a 4-Star Morningstar RatingTM for 5-year risk-adjusted performance among 142 Mid-Cap Blend products as of June 30, 2022. This makes the 26th out of 31 quarters that WI Fidelis has received 4 or more Overall stars from Morningstar. 100% of the time, WI Fidelis has received a rating of 3 Stars or greater. (www.WallickInvestments.com/morningstar) Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).
Since 2005, Wallick Investments, a registered investment advisory firm specializing in Strategic Moral Investing, offers both investment advisory and portfolio management services, eliminating overlapping fees for clients. Wallick Investments’ strategies and resources are available to individuals, institutions and other non-affiliated advisors. For more information call 803-699-9400 or e-mail [email protected].
*© 2022 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. 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.
Contacts: Daniel Wallick, [email protected]
