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MFS Commodity Strategy C (MCSHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
3.62000.0000 (0.00%)
At close: 08:00PM EDT

MFS Commodity Strategy C

Boston, MA 2199

111 Huntington Avenue 24th Floor

Mfs Series Trust Xv

Management Information
Philipp S. Burgener,Lead Manager since December 31, 2018
Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryCommodities Broad Basket
Fund FamilyMFS
Net Assets831.76M
YTD Return-2.67%
Morningstar Rating★★
Inception DateJun 1, 2010

Fund Operations

Last Dividend0.99
Last Cap Gain-61.00
Holdings Turnover37.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMCSHXCategory Average
Annual Report Expense Ratio (net)1.16%1.11%
Prospectus Net Expense Ratio1.16%N/A
Prospectus Gross Expense Ratio1.17%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A