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MFS Commodity Strategy R2 MCSOX

Quantitative rating as of
  • NAV / 1-Day Return 3.74  /  0.80 %
  • Total Assets 766.4 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.390%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Commodities Broad Basket
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 27.17%
  • Turnover 37%

Morningstar’s Analysis MCSOX

Will MCSOX outperform in future?

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

Summary

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A sound investment process and strong management team underpin MFS Commodity Strategy R2'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 second-costliest quintile among peers.

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