About MCSFX
MFS Commodity Strategy Fund Class B is a mutual fund primarily designed to provide investors with broad exposure to global commodities markets. The fund seeks total return by investing in a diversified mix of commodity-linked instruments and debt securities. Its portfolio includes exposure to energy products, precious and industrial metals, agricultural commodities, and livestock, typically through derivative instruments such as swaps tied to major commodity indices. In addition to commodities, the fund holds significant allocations in U.S. Treasuries, investment grade corporate bonds, collateralized loan obligations, and other fixed income sectors, enhancing portfolio diversification and liquidity. Managed using proprietary quantitative models, the fund actively adjusts allocations among commodity sectors and fixed income, aiming to capture returns uncorrelated with traditional equity and bond investments. The fund uses the Bloomberg Commodity Index as its benchmark, which is recognized as a broad and liquid barometer of the global commodity futures market. Since its launch in 2018, the fund has targeted investors seeking diversification and inflation protection by providing access to a basket of commodities within a regulated mutual fund structure.
Fund Family MFS
Category Commodities Broad Basket
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MCSFX
Share Class B
Index Bloomberg Commodity TR
MCSFX had a total return of 36.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.97%.
