MFS® Commodity Strategy Fund Class A (MCSAX)

6.90
Net Asset Value
-1.15%
1 Day
-1.85%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
5.75
Sales Expenses
1.11%
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.

Performance

1 month+1.47% 3 years-8.42%
3 months0.00% 5 years--
1 year-24.26% Since inception-3.08%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return---6.19%
Expense ratio1.11%1.39%
Risk 5 year sharpe ratio---0.26
Net assets$603.5M$848.1M
Average market cap--$27.3B
Average P/E--15.6
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 income60.71%
Cash41.45%
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
-- 12.54%
-- 12.39%
-- 12.39%
-- 7.61%
-- 7.24%
-- 5.91%
-- 5.61%
-- 5.60%
-- 5.55%
-- 3.08%

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