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MFS® Commodity Strategy Fund Class A (MCSAX)

6.03
Net Asset Value
+1.69%
1 Day
-14.22%
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-3.67% 3 years-14.96%
3 months-10.80% 5 years-7.17%
1 year-29.14% Since inception-5.21%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return-7.17%-3.38%
Expense ratio1.11%1.35%
Risk 5 year sharpe ratio-0.38-0.34
Net assets$598.2M$754.4M
Average market cap--$22.9B
Average P/E--15.0
Portfolio turnover----

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Fund Management and Purchase Info

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

Holdings

Fixed income63.06%
Cash36.94%
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
-- 12.78%
-- 12.78%
-- 12.43%
-- 10.38%
-- 10.10%
-- 8.65%
-- 8.42%
-- 7.32%
-- 7.11%
-- 3.08%

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