MCSRX Mutual Fund
MCSRX Mutual Fund
MFS Commodity Strategy Fund Class R5
MCSRX Mutual Fund Overview
MCSRX Mutual Fund (MFS Commodity Strategy Fund Class R5) is managed by MFS Investment Management with $872.4M in net assets. MCSRX expense ratio is 0.82%, holding 387 positions across sectors including Financials, Other, Industrials. Inception date: 2012-09-04.
MCSRX performance shows a YTD return of 19.67%. The 1-year return is 25.93% and the 5-year return is 9.51%. MCSRX dividend yield stands at 14.31%, paid annually.
MCSRX 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 MCSRX holdings, sector breakdown, or dividend history.
MCSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.