Highest Morningstar Rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance continues
February 14, 2023
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of December 31, 2022 (see chart). Only the top 10% of products in each product category receive 5 stars.*
|
Time Period |
Total Return** % |
Morningstar RatingTM |
||||||
|
3-year |
9.09 |
5/5 stars1 |
||||||
|
5-year |
9.76 |
5/5 stars2 |
||||||
|
10-year |
13.29 |
5/5 stars3 |
||||||
|
Overall |
11.40 |
5/5 stars4 |
|
1) Out of 155 Mid-cap blend products as of 12-31-22 |
|
2) Out of 144 Mid-cap blend products as of 12-31-22 |
|
3) Out of 114 Mid-cap blend products as of 12-31-22 |
|
4) Out of 155 Mid-cap blend products as of 12-31-22 |
| **Annualized |
Almost 85% of quarters WI Fidelis has received 4 or more Overall stars from Morningstar (28/33qrts). 100% of quarters WI Fidelis has received a rating of 3 stars or greater (WallickInvestments.com/quarterly). Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).
WI Fidelis composite’s factor-based methodology is the foundation for the WI Fidelis multi-cap multi-factor Index (Solactive.com), and the Inspire Fidelis multi-cap ETF, with a mandate to replicate the WI Fidelis Index, is on the NYSE, ticker FDLS.***
Since 2005, Wallick Investments, a registered investment advisory firm specializing in Strategic Moral Investing, offers both investment advisory and portfolio management services, potentially 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, e-mail [email protected] or visit WallickInvestments.com and WIFidelisIndex.com.
*© 2023 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.
*** For prospectus, please visit: Inspireetf.com/fdls. Read carefully before investing.
