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MFS® Commodity Strategy Fund Class R5 (MCSRX)

5.22
Net Asset Value
0.00%
1 Day
-2.79%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
0.86%
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.

Performance

1 month-1.69% 3 years-18.26%
3 months-10.04% 5 years--
1 year-24.21% Since inception-16.64%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return---12.64%
Expense ratio0.86%1.37%
Risk 5 year sharpe ratio-0.93-0.88
Net assets$529.1M$522.2M
Average market cap--$25.3B
Average P/E----
Portfolio turnover51%51%

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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 income61.26%
Cash41.33%
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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