About MCSQX
MFS Commodity Strategy Fund Class R3 is a mutual fund designed to provide investors with broad exposure to the global commodities markets. Its primary objective is total return, achieved by primarily investing in commodity-linked derivative instruments and debt securities, thereby gaining indirect exposure to the price movements of physical commodities such as energy products (petroleum, natural gas), precious and industrial metals (gold, copper, zinc), agricultural goods (grains, livestock), and more. By tracking a diversified benchmark like the Bloomberg Commodity Index, the fund seeks participation across multiple sectors within the commodities universe, rather than concentrating on a single resource or industry. Notably, this fund employs proprietary quantitative models to guide its asset allocation decisions, aiming for a disciplined and dynamic approach to changing market environments. With an annual expense ratio around 1.16% and annual dividend distributions, MFS Commodity Strategy Fund Class R3 serves as a tool for investors and institutions looking to diversify their portfolios beyond traditional equities and fixed income, while managing commodity market risks through diversified exposure.
Fund Family MFS
Category Commodities Broad Basket
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MCSQX
Share Class R3
Index Bloomberg Commodity TR
MCSQX had a total return of 36.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.58%.
