About MCSHX
MFS Commodity Strategy Fund Class C is a mutual fund designed to offer investors broad exposure to the global commodities market. Its primary objective is total return, achieved by investing in a diversified mix of commodity-linked instruments and debt securities. The fund leverages proprietary quantitative models to drive allocation decisions, providing exposure to sectors such as energy, metals, agriculture, and livestock through instruments like futures contracts. In addition to commodities, the portfolio may include U.S. Treasuries, investment-grade corporate bonds, collateralized loan obligations, and other fixed-income assets, enhancing diversification and liquidity. The fund is benchmarked against the Bloomberg Commodity Index, which is widely recognized for tracking futures contracts across a range of physical commodities. MFS Commodity Strategy Fund Class C is structured to serve investors seeking to hedge inflation, diversify traditional portfolios, or gain access to commodity-driven economic cycles. The fund is actively managed and periodically rebalanced to respond to market conditions. Its net assets stand at over $830 million as of May 2025, underscoring its significant presence in the commodities mutual fund space.
Fund Family MFS
Category Commodities Broad Basket
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MCSHX
Share Class C
Index Bloomberg Commodity TR
MCSHX had a total return of 28.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.07%.
