4-star Morningstar Rating for Wallick Investments’ Fidelis
2021-05-13
Wallick Investments, LLC’s faith, and factor-based separately managed account, Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star Morningstar RatingTM among 135 Mid-Cap Blend products for 3-year performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted-performance.Continue Reading