The Morningstar Direct SMA Database recently began tracking the performance of Durig Capital’s FX2 Portfolio, and as of both Q1 2018 and Q2 2018, was ranked first among our peers in Fixed Income by Morningstar in the following major return categories:
- Trailing 1 Year Return, 21.1%
- Trailing 3 Year Return, 14.7%
- Trailing 5 year Return, 10.2%
Morningstar also claimed Durig FX2 was the top performing fixed income SMA among its peer group in the last significant interest rate spike:
Source: Morningstar Direct SMA Database
- Durig Capital is honored to introduce to TD Ameritrade Advisors Morningstar’s top performing SMA and the opportunity to work with our FX2 individually segregated bond accounts. The FX2 Portfolio specializes in converting raw wealth into much higher levels of income, and in turn, increased quality of life for clients.