2 / 5 Stars
2 2 1 4 3
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 32 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 -13.29 percent over the past year, and -5.49 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-10.4%|
|3 Years (Annualized)||-5.5%|
|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.