MCSRX Mutual Fund

MCSRX Mutual Fund (MFS Commodity Strategy Fund Class R5) is managed by MFS Investment Management with $901.7M in net assets. MCSRX expense ratio is 0.82%, holding 387 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2012-09-04.

MCSRX performance shows a YTD return of 19.67%. The 1-year return is 33.69% and the 5-year return is 10.42%. MCSRX dividend yield stands at 13.52%, paid annually.

MCSRX top holdings include Mfs Institutional Money Market Portfolio (8.7%), United States Treasury Note/Bond 2029-04-30 (6.3%), United States Treasury Notes 4.5%, 4.50%, 07/15/26 (4.9%), U.S. Treasury Notes, 4.875%, 10/31/2028 (4.8%), Treasury Note (Otr) 4.13% Oct 31, 2026 (3.8%). Go to all MCSRX holdings, MCSRX sectors, or MCSRX dividends.

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