MFS Commodity Strategy Fund Class R4
MCSTX
NASDAQ
| Weiss Ratings | MCSTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCSTX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Benjamin R. Nastou (15), Natalie I. Shapiro (15), Alexander M. Mackey (8), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCSTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Commodity Strategy Fund Class R4 | |||
| 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 | MCSTX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.10% | |||
| Dividend | MCSTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MCSTX-NASDAQ | Click to Compare |
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| Cash | -89.54% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 86.84% | |||
| U.S. Bond | 71.61% | |||
| Non-U.S. Bond | 15.23% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 102.70% | |||
| Price History | MCSTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.08% | |||
| 30-Day Total Return | -1.83% | |||
| 60-Day Total Return | 0.26% | |||
| 90-Day Total Return | 1.90% | |||
| Year to Date Total Return | 5.93% | |||
| 1-Year Total Return | 11.96% | |||
| 2-Year Total Return | 9.37% | |||
| 3-Year Total Return | -1.23% | |||
| 5-Year Total Return | 72.93% | |||
| Price | MCSTX-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 | MCSTX-NASDAQ | Click to Compare |
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| Nav | $3.75 | |||
| 1-Month Low NAV | $3.75 | |||
| 1-Month High NAV | $3.88 | |||
| 52-Week Low NAV | $3.42 | |||
| 52-Week Low NAV (Date) | Sep 10, 2024 | |||
| 52-Week High NAV | $3.94 | |||
| 52-Week High Price (Date) | Jun 18, 2025 | |||
| Beta / Standard Deviation | MCSTX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 11.59 | |||
| Balance Sheet | MCSTX-NASDAQ | Click to Compare |
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| Total Assets | 859.86M | |||
| Operating Ratios | MCSTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 57.00% | |||
| Performance | MCSTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 0.83% | |||
| Last Bear Market Total Return | -5.59% | |||