MFS® Commodity Strategy Fund Class A (MCSAX)

6.88
Net Asset Value
-0.43%
1 Day
-2.13%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
5.75
Sales Expenses
1.11%
Expense Ratio
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.

Performance

1 month+5.04% 3 years-9.46%
3 months-1.29% 5 years--
1 year-25.54% Since inception-4.09%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return---6.19%
Expense ratio1.11%1.39%
Risk 5 year sharpe ratio---0.32
Net assets$564.9M$851.8M
Average market cap--$25.2B
Average P/E--14.3
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureJames Calmas / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

Fixed income60.45%
Cash39.55%
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.

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