MFS Commodity Strategy Fund Class R2
MCSOX
NASDAQ
| Weiss Ratings | MCSOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCSOX-NASDAQ | Click to Compare |
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| 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 | MCSOX-NASDAQ | Click to Compare |
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| Fund Name | MFS Commodity Strategy Fund Class R2 | |||
| Category | Commodities Broad Basket | |||
| Sub-Category | Commodities Broad Basket | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 15, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MCSOX-NASDAQ | Click to Compare |
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| Dividend Yield | 12.34% | |||
| Dividend | MCSOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MCSOX-NASDAQ | Click to Compare |
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| 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 | MCSOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 4.02% | |||
| 60-Day Total Return | 8.39% | |||
| 90-Day Total Return | 11.51% | |||
| Year to Date Total Return | 29.52% | |||
| 1-Year Total Return | 39.07% | |||
| 2-Year Total Return | 54.97% | |||
| 3-Year Total Return | 52.18% | |||
| 5-Year Total Return | 70.42% | |||
| Price | MCSOX-NASDAQ | Click to Compare |
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| 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 | MCSOX-NASDAQ | Click to Compare |
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| Nav | $4.65 | |||
| 1-Month Low NAV | $4.47 | |||
| 1-Month High NAV | $4.71 | |||
| 52-Week Low NAV | $3.51 | |||
| 52-Week Low NAV (Date) | Dec 16, 2025 | |||
| 52-Week High NAV | $4.71 | |||
| 52-Week High Price (Date) | Sep 10, 2026 | |||
| Beta / Standard Deviation | MCSOX-NASDAQ | Click to Compare |
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| Beta | -0.13 | |||
| Standard Deviation | 11.93 | |||
| Balance Sheet | MCSOX-NASDAQ | Click to Compare |
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| Total Assets | 995.24M | |||
| Operating Ratios | MCSOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 35.00% | |||
| Performance | MCSOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.11% | |||
| Last Bear Market Total Return | -5.79% | |||