MCSOX Mutual Fund

MCSOX Mutual Fund (MFS Commodity Strategy Fund Class R2) is managed by MFS Investment Management with $343,372.61 in net assets. MCSOX expense ratio is 1.41%, holding 387 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2018-08-15.

MCSOX performance shows a YTD return of 26.18%. The 1-year return is 36.19% and the 5-year return is 11.11%. MCSOX dividend yield stands at 12.34%, paid annually.

MCSOX 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 MCSOX holdings, MCSOX sectors, or MCSOX dividends.

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