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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned -4.38 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -3.6% |
| 1 Year | -4.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund seeks to achieve 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. It primarily invests the fund's investments in commodity-linked derivatives in commodity-linked notes, but may also invest in other commodity-linked derivatives, such as commodity-linked futures, options, and swaps. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
MFS Commodity Strategy Fund has an expense ratio of 1.08 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
