MFS® Commodity Strategy Fund Class A (MCSAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Commodities broad basket
Style or Category
Sales Expenses
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. It is non-diversified.


1 month-0.29% 3 years-9.25%
3 months+1.18% 5 years-3.55%
1 year-24.17% Since inception-3.59%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return-3.55%-6.19%
Expense ratio1.11%1.36%
Risk 5 year sharpe ratio---0.17
Net assets$586.3M$838.6M
Average market cap--$29.6B
Average P/E--17.2
Portfolio turnover----

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureJames Calmas / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


Fixed income61.44%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 12.42%
-- 11.74%
-- 11.74%
-- 10.09%
-- 9.95%
-- 8.41%
-- 8.29%
-- 7.12%
-- 6.78%
-- 3.08%

To view my watchlist

Not a member yet?

Sign up now for a free account