MCSIX Mutual Fund

MCSIX Mutual Fund (MFS Commodity Strategy Fund Cl I) is managed by MFS Investment Management with $44.5M in net assets. MCSIX expense ratio is 0.91%, holding 387 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2010-06-02.

MCSIX performance shows a YTD return of 26.52%. The 1-year return is 36.83% and the 5-year return is 11.67%. MCSIX dividend yield stands at 12.68%, paid annually.

MCSIX 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 MCSIX holdings, MCSIX sectors, or MCSIX dividends.

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