MFS® Commodity Strategy Fund Class R6 (MCSRX)

6.12
Net Asset Value
+1.66%
1 Day
+2.34%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
0.81%
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.

Performance

1 month+4.08% 3 years-2.43%
3 months+1.49% 5 years-6.34%
1 year+7.51% Since inception-8.13%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return-6.34%-7.94%
Expense ratio0.81%1.26%
Risk 5 year sharpe ratio-0.69-0.64
Net assets$612.9M$853.7M
Average market cap----
Average P/E----
Portfolio turnover51%51%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Nastou / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income69.91%
Cash32.06%
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.