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MFS Commodity Strategy C MCSHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 3.58  /  −0.28 %
  • Total Assets 886.8 Mil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Commodities Broad Basket
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.65%
  • Turnover 66%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MCSHX

Will MCSHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin MFS Commodity Strategy C's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings MCSHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings −30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

93.76 799.9 Mil

Currency Cash CASH_USD

15.38 131.2 Mil
Cash and Equivalents

Currency Cash CASH_USD

8.51 72.6 Mil
Cash and Equivalents

United States Treasury Notes 4.63%

8.12 69.3 Mil
Government

BBG Commodity TR Swap JAN 21 25

5.78 49.3 Mil

2 Year Treasury Note Future June 24

5.16 44.0 Mil
Government

United States Treasury Notes 4.13%

4.71 40.2 Mil
Government

United States Treasury Notes 4.5%

3.93 33.5 Mil
Government

United States Treasury Notes 2.5%

2.97 25.3 Mil
Cash and Equivalents

United States Treasury Notes 2.5%

2.67 22.7 Mil
Government