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MFS Commodity Strategy Fund Class A (MCSAX)

5.90
Net Asset Value
+0.17%
1 Day
+9.87%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
5.75
Sales Expenses
1.08%
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+1.37% 3 years-12.96%
3 months+13.03% 5 years-12.04%
1 year-12.54% Since inception-5.33%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSAXCategory
Performance 5-yr return-12.04%-13.91%
Expense ratio1.08%1.38%
Risk 5 year sharpe ratio-0.84-0.85
Net assets$601.7M$614.8M
Average market cap----
Average P/E----
Portfolio turnover51%51%

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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 income63.35%
Cash36.64%
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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