MFS® Commodity Strategy Fund Class R5 (MCSRX)

6.86
Net Asset Value
0.00%
1 Day
-2.42%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
0.86%
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-0.15% 3 years--
3 months-8.80% 5 years--
1 year-24.60% Since inception-13.22%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return---5.47%
Expense ratio0.86%1.39%
Risk 5 year sharpe ratio---0.23
Net assets$574.0M$830.7M
Average market cap--$24.0B
Average P/E--13.3
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureJames Calmas / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income57.94%
Cash45.11%
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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