MCSQX Mutual Fund

MCSQX Mutual Fund (MFS Commodity Strategy Fund Class R3) is managed by MFS Investment Management with $440,591.73 in net assets. MCSQX expense ratio is 1.16%, holding 387 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2018-08-15.

MCSQX performance shows a YTD return of 26.39%. The 1-year return is 36.60% and the 5-year return is 11.39%. MCSQX dividend yield stands at 12.67%, paid annually.

MCSQX 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 MCSQX holdings, MCSQX sectors, or MCSQX dividends.

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