Wallick Investments Celebrates Continued 5-Star Overall Morningstar Rating™ for Inspire Fidelis Multi-Factor ETF (FDLS)
COLUMBIA, S.C.–(BUSINESS WIRE)–
Replicating Wallick Investments, LLC’s Fidelis 100 Index, Inspire Investing’s Fidelis Multi-Factor ETF1 has received a 5-Star Morningstar Rating for 3 year risk-adjusted performance out of 580 US Small-Cap Blend funds as of 3/31/262, making this the fifth consecutive month the Inspire Fidelis ETF has received 5 stars. FDLS, with over $190 million in assets as of 4/29/20263, is a product of Inspire Investing—the world’s largest provider of Christian ETFs with over $4 billion in assets under management as of 1/18/20264.
The Fidelis 100 Index equity universe begins with Inspire Insight and Altum Faithful Investing’s moral screening.5 Then, by applying multi-factor methodology to the remaining equities, exposure to low quality (financially and morally), expensive companies, lacking price or earnings momentum, is decreased— while exposure to high quality companies (financially and morally) selling at a discount with positive price and earnings momentum is increased. Fidelis 100 securities are equally weighted with quarterly rebalance and reconstitution. For Fidelis 100’s Guidelines/Methodology and Fact Sheet, including historical performance, visit https://www.solactive.com/indices/?index=DE000SL0FE03 (WI Fidelis Multi-Cap Multi-Factor Index).
“This is top 10% performance for our faith and multi-factor methodology. We’re blessed to work with Inspire and Altum to provide Fidelis to those searching for an evidence-based Christian investment product.”
– Daniel Wallick, managing partner and CIO for Wallick Investments
June 2025 marked the 20th anniversary for South Carolina-based Wallick Investments. The SEC-registered investment advisory firm offers advisory and portfolio management services focused on faith and multi-factor investment methodology. Wallick Investments’ strategies are available to individuals, institutions, and non-affiliated advisors, either through a direct relationship with the firm or via the Inspire Fidelis Multi-Factor ETF, whose mandate is to replicate the investment results that generally correspond, before fees and expenses, to the performance of the Fidelis 100 Index managed by Wallick Investments (WallickInvestments.com). For more information about Inspire Fidelis ETF, visit Fidelis100.com, see https://www.prnewswire.com/news-releases/inspire-fidelis-multi-factor-etf-fdls-receives-prestigious-5-star-overall-morningstar-rating-302641638.html and/or contact [email protected].
1Visit Inspireetf.com/fdls for Inspire Fidelis Multi-Factor ETF prospectus.
Read carefully before investing.
Wallick Investments receives a licensing fee associated with assets invested in FDLS ETF (NYSE: FDLS).Due to FDLS’s 100% exposure to equity and limited exposure to companies defined as large cap by Morningstar, FDLS should not be considered a fully diversified solution as a stand-alone investment.
2 5-star Overall Morningstar RatingTM for 3 year risk-adjusted performance out of 580 US Small-Cap Blend funds as of 3/31/26. © 2026 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. Wallick Investments, LLC pays a marketing materials licensing fee to Morningstar ® for the use of their logo.
3 https://www.inspireetf.com/etf/fdls
4https://www.inspireinvesting.com/post/inspire-surpasses-4-billion-in-assets-under-management#:~:text=Christian%20financial%20advisors%20helping%20you,reported%20AUM%20was%20$4.275%20billion.
5Wallick Investments pays an evaluation fee to Altum Faithful Investing to receive a certification. As of 3/31/26, Fidelis 100 Index is the first and only US Investment product to receive an Altum Faithful Investing Gold Certification.
Visit https://altumfi.com/certified/ for more information.
Inspireinsight.com is a complimentary database evaluating publicly traded companies and investment products for adherence to Christian values. The Fidelis 100 Index equity universe is comprised of only companies with a zero or higher Inspire Impact Score.
As of 3/31/26, Inspire Fidelis Multi-Factor ETF has an Inspire Impact Score of 46.
Due to volatility associated with investing in stocks, especially of small and medium sized companies, Inspire Fidelis Multi-Factor ETF (FDLS) may not be suitable for all investors.
As with all investments, losses are possible and occur on a regular basis.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260429012141/en/
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