MCSOX Mutual Fund
MCSOX Mutual Fund
MFS Commodity Strategy Fund Class R2
MCSOX Mutual Fund Overview
MCSOX Mutual Fund (MFS Commodity Strategy Fund Class R2) is managed by MFS Investment Management with $323,288.37 in net assets. MCSOX expense ratio is 1.41%, holding 387 positions across sectors including Financials, Other, Industrials. Inception date: 2018-08-15.
MCSOX performance shows a YTD return of 19.22%. The 1-year return is 25.03% and the 5-year return is 8.83%. MCSOX dividend yield stands at 13.84%, paid annually.
MCSOX top holdings include Mfs Institutional Money Market Portfolio (8.7%), Treasury Note (Otr) 4.63% Apr 30, 2029 (6.3%), United States Treasury Notes 4.5%, 4.50%, 07/15/26 (4.9%), United States Treasury Notes 4.875%, 4.88%, 10/31/28 (4.8%), Treasury Note (Otr) 4.13% Oct 31, 2026 (3.8%). View all MCSOX holdings, sector breakdown, or dividend history.
MCSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.