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Morningstar

MFS Commodity Strategy I MCSIX

Morningstar Analyst Rating
Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 3.66  /  2.14 %
  • Total Assets 747.7 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Commodities Broad Basket
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 27.35%
  • Turnover 37%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MCSIX

Will MCSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MCSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin MFS Commodity Strategy I's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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