Durig’s FX2 SMA Ranked 1st by Morningstar

  • Morningstar ranked Durig’s FX2 Portfolio 1st in Trailing 3 Year Return, (Q4, 2018)
  • Morningstar ranked Durig’s FX2 Portfolio 1st in Trailing 5 Year Return, (Q4, 2018)

Morningstar recently ranked the performance of Durig’s FX2 Portfolio Strategy among a peer group of over 200 High Yielding Fixed Income SMA’s and found that as of Q4, 2018, Durig’s FX2 was in the top 17th  percentile amongst our peer group in Trailing 1 Year Return.  

Morningstar’s Peer Ranking of Durig’s FX2, Q4 2018

A word from Durig Capital’s Principal and CEO:

“Morningstar’s ranking of Durig’s FX2 Portfolio Strategy as the Top Performing High Yielding Fixed Income SMA in Trailing Returns amongst over 200 peers not only validates our belief that the FX2 Portfolio Strategy continues to outperform over time, but also provides added credibility to Durig Capital’s core strategy and the effectiveness of our focused team approach.”      – Randy Durig

This is the 4th consecutive quarter that Morningstar has ranked the performance of Durig’s FX2 Portfolio Strategy, and is also the 4th consecutive quarter that Morningstar has ranked FX2 as the #1 performer in Trailing 3 and Trailing 5 Year Return Periods, (Q1, Q2, Q3, Q4, 2018).

Historical Rankings of Durig’s FX2 by Morningstar

  • Morningstar ranked Durig’s FX2 Portfolio 1st in Trailing 1 Year Return (Q1,Q2, Q3, 2018)
  • Morningstar ranked Durig’s FX2 Portfolio 1st in Trailing 3 Year Return (Q1, Q2, Q3, Q4, 2018)
  • Morningstar ranked Durig’s FX2 Portfolio 1st in Trailing 5 Year Return (Q1, Q2, Q3, Q4, 2018)

If you or someone you know has interest or would like to learn more about Durig Capital’s top ranked, low cost, personalized fiduciary management services in Fixed Income, please contact us via one of the methods below.

Forward Statement from Durig Capital’s Principal & CEO

“So far, Q1 of 2019 has been very good to Durig’s FX2 Portfolio Strategy, allowing for what we believe to be the start of a very robust recovery.  Additionally, the recent market volatility in the last quarter of 2018 has produced some very unique buying opportunities which should only further the effectiveness of this strategy.”   – Randy Durig

If you have additional questions about Durig’s FX2 Portfolio Strategy please do not hesitate to contact us by phone at: (971) 732-5119 or by email at: durigcapital@gmail.com

About Durig Capital

Durig Capital provides investors with a specialized, transparent fiduciary service at a very low cost. Our FX2 (Discretionary Management) Portfolio over time has greatly outperformed our FX1 (Non-discretionary) Portfolio, giving significantly higher (at times double) the returns of FX1. Our professional service enables access to a broad spectrum of bond, high yields, and lower price points that are often found in less efficient markets, but not evidenced in many bond services. Most of our client accounts are custodied in their own name at TD Ameritrade Institutional, a large discount service provider that is SPIC insured, or at Interactive Brokers. We have now started offering our highly successful FX2 service to clients of other Registered Investment Advisors through segregated accounts at TD Ameritrade. Please ask us to learn how this might work for you and your current advisor.

Disclaimer: Past performance is no guarantee of future returns. The high yield strategies presented by Durig Capital may not be suitable for all investors.  This is not investment advice from Durig Capital, nor a specific recommendation to buy or sell securities. If you have any questions or concerns about its suitability for your personal investment, you should seek specific investment advice from a registered professional before making an investment decision.

Randy Durig
Registered Investment Advisor
DIR  971-732-5119


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