MFS® Commodity Strategy Fund Class R6 (MCSRX)

5.93
Net Asset Value
+1.19%
1 Day
-0.84%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
0.81%
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-5.18% 3 years-3.17%
3 months-0.85% 5 years-6.50%
1 year+10.25% Since inception-7.24%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return-6.50%-7.94%
Expense ratio0.81%1.25%
Risk 5 year sharpe ratio-0.53-0.48
Net assets$621.7M$961.4M
Average market cap----
Average P/E----
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Nastou / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income71.00%
Cash27.70%
U.S. stock1.30%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 14.36%
-- 14.01%
-- 13.78%
-- 13.47%
-- 9.99%
-- 9.71%
-- 7.18%
-- 7.01%
-- 6.06%
-- 5.42%