MCSQX Mutual Fund

MCSQX Mutual Fund (MFS Commodity Strategy Fund Class R3) is managed by MFS Investment Management with $448,250.39 in net assets. MCSQX expense ratio is 1.16%, holding 371 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2018-08-15.

MCSQX performance shows a YTD return of 29.44%. The 1-year return is 34.02% and the 5-year return is 10.20%. MCSQX dividend yield stands at 12.37%, paid annually.

MCSQX top holdings include Mfs Commodity Strategy Portfolio (19.1%), Mfs Institutional Money Market Portfolio (15.7%), Cash & Cash Equivalents (15.6%), Us Treasury Note 4.875% Oct 31 28 (4.3%), Us Treasury Note 3.875% Mar 15 28 2028-03-15 (3.4%). 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.