Morningstar

10X Your Future Fund A 10XHA

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 163.44  /  −0.36 %
  • Fund Size ZAR 26.4B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category ZAR Aggressive Allocation
  • Equity Style Box (Funds) Mid Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.67%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis 10XHA

Will 10XHA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 10XHA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 10XHA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 10XHA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

10X Your Future A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings 10XHA

More 10XHA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10X Income E

8.60 2B
—

10X S&P Global Dividend AristocratsETF

5.60 1B
—

iShares Core MSCI Intl Dev Mkts ETF

4.96 1B
—

Jpy/Usd Fwd 20261026 Rmbfwd20261026 Rmbtd

4.10 1B
Derivative

iShares S&P 500 Equal Weight ETF USD Acc

3.84 1B
—

Usd/Zar Fwd 20261230 Rmbfwd20261230 Rmbtd

3.51 919M
Derivative

10X SA Equity Fund D

3.17 830M
—

FIRSTRAND BANK LTD 13/11/31

2.89 757M
Corporate

10X SA Government Bond Index D

2.60 680M
—

United States Treasury Bonds 2.125%

2.55 666M
Government

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