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MFS Commodity Strategy Fund (MCSAX)

3.5800
0.0000
(0.00%)
At close: 5:25:38 PM EDT

Fund Summary

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.

MFS Commodity Strategy Fund

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category Commodities Broad Basket
Fund Family MFS
Net Assets 911.78M
YTD Return 9.07%
Yield 2.79%
Morningstar Rating
Inception Date Jun 02, 2010

Fund Operations

Last Dividend 0.11
Last Cap Gain -52.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense MCSAX Category Average
Annual Report Expense Ratio (net) 1.16% 1.11%
Prospectus Net Expense Ratio 1.16% --
Prospectus Gross Expense Ratio 1.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.25%
Max Deferred Sales Load -- 1.23%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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