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Morningstar

MFS Commodity Strategy R1 MCSNX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 3.80  /  0.53 %
  • Total Assets 765.6 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.890%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Commodities Broad Basket
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 26.09%
  • Turnover 37%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis MCSNX

Will MCSNX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCSNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MCSNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MCSNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin MFS Commodity Strategy R1's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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