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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
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+2.85% 3 years-15.09%
3 months-7.96% 5 years-8.81%
1 year-23.37% Since inception-5.85%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return-8.81%-8.53%
Expense ratio1.11%1.37%
Risk 5 year sharpe ratio-0.52-0.48
Net assets$540.1M$665.7M
Average market cap--$21.6B
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


Fixed income59.68%
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
-- 11.91%
-- 11.81%
-- 11.60%
-- 9.59%
-- 9.42%
-- 8.07%
-- 7.99%
-- 6.77%
-- 6.65%
-- 3.08%

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