MCSRX Mutual Fund

MCSRX Mutual Fund (MFS Commodity Strategy Fund Class R5) is managed by MFS Investment Management with $904.9M 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 26.59%. The 1-year return is 37.05% and the 5-year return is 11.75%. MCSRX dividend yield stands at 12.78%, paid annually.

MCSRX 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 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.