MFS® Commodity Strategy Fund Class R5 (MCSRX)

6.85
Net Asset Value
+0.29%
1 Day
-2.56%
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-0.29% 3 years--
3 months+1.33% 5 years--
1 year-23.96% Since inception-12.78%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return---6.19%
Expense ratio0.86%1.36%
Risk 5 year sharpe ratio---0.17
Net assets$586.3M$838.6M
Average market cap--$29.6B
Average P/E--17.2
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--

Holdings

Fixed income61.44%
Cash38.56%
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
-- 12.42%
-- 11.74%
-- 11.74%
-- 10.09%
-- 9.95%
-- 8.41%
-- 8.29%
-- 7.12%
-- 6.78%
-- 3.08%

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