MFS Commodity Strategy Fund Class B
MCSFX
NASDAQ
| Weiss Ratings | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Ben Nastou (16), Natalie I. Shapiro (16), Alexander M. Mackey (9), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Commodity Strategy Fund Class B | |||
| Category | Commodities Broad Basket | |||
| Sub-Category | Commodities Broad Basket | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 15, 2018 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 11.80% | |||
| Dividend | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -7.56% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 76.86% | |||
| U.S. Bond | 60.96% | |||
| Non-U.S. Bond | 15.90% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 30.70% | |||
| Price History | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 4.91% | |||
| 60-Day Total Return | 9.55% | |||
| 90-Day Total Return | 12.71% | |||
| Year to Date Total Return | 30.55% | |||
| 1-Year Total Return | 39.92% | |||
| 2-Year Total Return | 55.53% | |||
| 3-Year Total Return | 51.59% | |||
| 5-Year Total Return | 68.08% | |||
| Price | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $4.70 | |||
| 1-Month Low NAV | $4.48 | |||
| 1-Month High NAV | $4.76 | |||
| 52-Week Low NAV | $3.52 | |||
| 52-Week Low NAV (Date) | Dec 16, 2025 | |||
| 52-Week High NAV | $4.76 | |||
| 52-Week High Price (Date) | Sep 10, 2026 | |||
| Beta / Standard Deviation | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -0.12 | |||
| Standard Deviation | 12.17 | |||
| Balance Sheet | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 995.24M | |||
| Operating Ratios | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.90% | |||
| Turnover Ratio | 35.00% | |||
| Performance | MCSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 27.84% | |||
| Last Bear Market Total Return | -6.00% | |||