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MFS® Commodity Strategy Fund Class R5 (MCSRX)

6.04
Net Asset Value
+0.50%
1 Day
-14.08%
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-3.06% 3 years--
3 months-12.52% 5 years--
1 year-28.79% Since inception-14.89%
Data through --

Peer Comparisonvs. Commodities broad basket

 MCSRXCategory
Performance 5-yr return---3.38%
Expense ratio0.86%1.34%
Risk 5 year sharpe ratio-0.37-0.32
Net assets$545.0M$709.1M
Average market cap--$22.9B
Average P/E--15.0
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 income63.06%
Cash36.94%
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
-- 12.39%
-- 12.18%
-- 12.18%
-- 10.07%
-- 9.90%
-- 8.39%
-- 8.25%
-- 7.09%
-- 6.97%
-- 3.08%

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