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MFS® Commodity Strategy Fund Class R5 (MCSRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
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. It is non-diversified.


1 month-6.09% 3 years-17.10%
3 months-6.57% 5 years--
1 year-29.31% Since inception-14.95%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return---8.53%
Expense ratio0.86%1.37%
Risk 5 year sharpe ratio-0.60-0.55
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$0.00
Minimum IRA investment--


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.