MFS Commodity Strategy Fund Class R3
MCSQX
NASDAQ
| Weiss Ratings | MCSQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MCSQX-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 | MCSQX-NASDAQ | Click to Compare |
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| Fund Name | MFS Commodity Strategy Fund Class R3 | |||
| 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 | MCSQX-NASDAQ | Click to Compare |
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| Dividend Yield | 12.37% | |||
| Dividend | MCSQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MCSQX-NASDAQ | Click to Compare |
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| Cash | -16.38% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 86.13% | |||
| U.S. Bond | 68.94% | |||
| Non-U.S. Bond | 17.19% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 30.26% | |||
| Price History | MCSQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.99% | |||
| 30-Day Total Return | -1.30% | |||
| 60-Day Total Return | -1.52% | |||
| 90-Day Total Return | 6.83% | |||
| Year to Date Total Return | 25.83% | |||
| 1-Year Total Return | 30.28% | |||
| 2-Year Total Return | 50.24% | |||
| 3-Year Total Return | 49.86% | |||
| 5-Year Total Return | 59.43% | |||
| Price | MCSQX-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 | MCSQX-NASDAQ | Click to Compare |
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| Nav | $4.53 | |||
| 1-Month Low NAV | $4.53 | |||
| 1-Month High NAV | $4.73 | |||
| 52-Week Low NAV | $3.52 | |||
| 52-Week Low NAV (Date) | Dec 16, 2025 | |||
| 52-Week High NAV | $4.73 | |||
| 52-Week High Price (Date) | Oct 16, 2026 | |||
| Beta / Standard Deviation | MCSQX-NASDAQ | Click to Compare |
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| Beta | -0.22 | |||
| Standard Deviation | 11.86 | |||
| Balance Sheet | MCSQX-NASDAQ | Click to Compare |
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| Total Assets | 949.93M | |||
| Operating Ratios | MCSQX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.15% | |||
| Turnover Ratio | 35.00% | |||
| Performance | MCSQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.21% | |||
| Last Bear Market Total Return | -5.60% | |||