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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-6.75% 3 years-17.07%
3 months-9.64% 5 years-11.05%
1 year-26.85% Since inception-5.73%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return-11.05%-8.53%
Expense ratio1.11%1.37%
Risk 5 year sharpe ratio-0.61-0.55
Net assets$555.1M$665.7M
Average market cap--$29.0B
Average P/E----
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 income59.24%
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
Holdings not available.

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