A strong management team and sound investment process underpin MFS Commodity Strategy R3'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.
- NAV / 1-Day Return 3.73 / 0.27 %
- Total Assets 762.2 Mil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Commodities Broad Basket
- Investment Style —
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 27.10%
- Turnover 37%
Morningstar’s Analysis MCSQX
Will MCSQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.