1 / 5 Stars
2 2 1 4 2
Zacks Investment Research
Standard & Poor's
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.
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%|
|3 Years (Annualized)||-7.4%|
|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 Low 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.