MFS® Commodity Strategy Fund Class A (MCSAX)

6.16
Net Asset Value
-0.81%
1 Day
+3.01%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
5.75
Sales Expenses
1.06%
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+1.99% 3 years-2.61%
3 months+2.84% 5 years-6.57%
1 year+10.00% Since inception-3.28%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return-6.57%-7.94%
Expense ratio1.06%1.25%
Risk 5 year sharpe ratio-0.62-0.54
Net assets$618.7M$931.9M
Average market cap----
Average P/E----
Portfolio turnover51%51%

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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 income68.10%
Cash32.00%
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.