MFS® Commodity Strategy Fund Class R6 (MCSRX)

5.95
Net Asset Value
0.00%
1 Day
-0.50%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
0.83%
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-1.16% 3 years-4.04%
3 months+3.12% 5 years-7.86%
1 year+1.41% Since inception-7.86%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return-7.86%-8.27%
Expense ratio0.83%1.28%
Risk 5 year sharpe ratio-0.69-0.66
Net assets$602.0M$842.2M
Average market cap----
Average P/E----
Portfolio turnover51%51%

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Fund Management and Purchase Info

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

Holdings

Fixed income72.86%
Cash27.15%
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.