MFS® Commodity Strategy Fund

U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -2.73 percent over the past year, and -7.41 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 6.0%
1 Year -2.7%
3 Years (Annualized) -7.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
MFS® Commodity Strategy Fund has an expense ratio of 1.07 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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