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MFS® Commodity Strategy Fund Class A (MCSAX)

5.69
Net Asset Value
-2.57%
1 Day
-4.53%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
5.75
Sales Expenses
1.08%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. The fund seeks to achieve the fund's objective by providing exposure to the commodities markets through investing in commodity-linked derivatives rather than investing directly in commodities. Commodities are assets with tangible properties- including oil- natural gas- agricultural products- and industrial and other precious metals.

Performance

1 month-2.29% 3 years-7.50%
3 months-0.13% 5 years-9.20%
1 year-2.25% Since inception-4.01%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return-9.20%-10.23%
Expense ratio1.08%1.28%
Risk 5 year sharpe ratio-0.80-0.73
Net assets$585.4M$756.2M
Average market cap----
Average P/E----
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Nastou / 7 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

Fixed income74.02%
Cash25.98%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.