MCSOX Mutual Fund

MCSOX Mutual Fund (MFS Commodity Strategy Fund Class R2) is managed by MFS Investment Management with $329,244.11 in net assets. MCSOX expense ratio is 1.41%, holding 371 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2018-08-15.

MCSOX performance shows a YTD return of 29.25%. The 1-year return is 33.93% and the 5-year return is 9.96%. MCSOX dividend yield stands at 12.05%, paid annually.

MCSOX 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 MCSOX holdings, MCSOX sectors, or MCSOX dividends.

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