MCSFX Mutual Fund

MCSFX Mutual Fund (MFS Commodity Strategy Fund Class B) is managed by MFS Investment Management with $148,178.22 in net assets. MCSFX expense ratio is 1.91%, holding 387 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2018-08-15.

MCSFX performance shows a YTD return of 27.50%. The 1-year return is 37.36% and the 5-year return is 10.86%. MCSFX dividend yield stands at 11.80%, paid annually.

MCSFX top holdings include MFS Commodity Strategy Portfolio (18.8%), Mfs Institutional Money Market Portfolio (13.5%), Cash & Cash Equivalents (13.2%), Us Treasury Note 4.875% Oct 31 28 (4.5%), Us Treasury Note 3.875% Mar 15 28 2028-03-15 (3.6%). Go to all MCSFX holdings, MCSFX sectors, or MCSFX dividends.

MCSFX can be compared against other funds. Use MCSFX overlap to find shared positions, or MCSFX vs another fund for a side-by-side view. MCSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.