2 / 5 Stars
2 2 1 4 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 34 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -12.26 percent over the past year, and -8.75 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||-8.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund achieves its objective by providing exposure to the commodities markets. It normally invests significantly in commodity-linked derivatives and debt instruments. The fund's investments in commodity-linked derivatives provide exposure to the investment returns of the commodities markets without investing directly in commodities.
Fees are Below Average compared to funds in the same category.
MFS® Commodity Strategy Fund has an expense ratio of 1.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.