MFS Commodity Strategy Fund (MCSRX) belongs to the Commodities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MCSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCSRX
MCSRX charges 0.82% annually. There are 13 mutual funds in the Commodities category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Commodity Strategy Fund Admiral Shares | 0.20% | 2.60B | Jun 2019 | MCSRX vs VCMDX | |
| DFA Commodity Strategy Portfolio | 0.31% | — | Nov 2010 | MCSRX vs DCMSX | |
| Fidelity SAI Inflation-Focused | 0.39% | — | Dec 2018 | MCSRX vs FIFGX | |
| Goldman Sachs Commodity Strategy Fund | 0.59% | — | Mar 2007 | MCSRX vs GCCIX | |
| PGIM Quant Solutions Commodity Strategies Fund | 0.62% | — | Nov 2016 | MCSRX vs PQCMX |
Best Risk-Adjusted Alternatives to MCSRX
MCSRX has a PortfoliosLab risk / return rank of 75. There are 21 mutual funds in the Commodities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 92 | 16.45M | Jun 2010 | MCSRX vs JCRAX | |
| Fidelity Global Commodity Stock Fund | 91 | — | Mar 2009 | MCSRX vs FFGCX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 91 | — | Oct 2018 | MCSRX vs FIQRX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 91 | — | Mar 2009 | MCSRX vs FFGIX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 90 | — | Mar 2009 | MCSRX vs FFGAX |
Top Performing MCSRX Alternatives (YTD)
MCSRX is at 24.65% YTD. There are 18 mutual funds in the Commodities category with higher YTD returns, going as high as 45.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | 45.44% | — | Dec 2018 | MCSRX vs FIFGX | |
| Rydex Commodities Strategy Fund | 40.27% | — | May 2005 | MCSRX vs RYMEX | |
| PIMCO CommoditiesPLUS Strategy I2 | 36.90% | — | May 2010 | MCSRX vs PCLPX | |
| PIMCO CommoditiesPLUS Strategy Fund | 36.81% | — | May 2010 | MCSRX vs PCLIX | |
| PIMCO CommoditiesPLUS Strategy Fund | 36.60% | — | May 2010 | MCSRX vs PCLAX |
Lowest Volatility Alternatives to MCSRX
MCSRX has 15.91% 1-year volatility. There are 14 mutual funds in the Commodities category with lower 1-year volatility, going as low as 13.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Strategic Commodity Fund | 13.71% | — | May 2015 | MCSRX vs DBCMX | |
| Parametric Commodity Strategy Fund Class I | 13.87% | — | May 2011 | MCSRX vs EIPCX | |
| Parametric Commodity Strategy Fund Class A | 13.90% | — | May 2011 | MCSRX vs EAPCX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 14.08% | 16.45M | Jun 2010 | MCSRX vs JCRAX | |
| Fidelity Commodity Strategy Fund | 14.11% | — | May 2017 | MCSRX vs FYHTX |
Lowest Drawdown Alternatives to MCSRX
MCSRX has a 1-year max drawdown of -8.17%. There are 29 mutual funds in the Commodities category with shallower 1-year drawdowns, going as shallow as -5.48%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Strategic Commodity Fund | -5.48% | — | May 2015 | MCSRX vs DBCMX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | -6.04% | 16.45M | Jun 2010 | MCSRX vs JCRAX | |
| BlackRock Commodity Strategies Fund Class K | -6.27% | — | Oct 2011 | MCSRX vs BCSKX | |
| BlackRock Commodity Strategies Portfolio | -6.27% | — | Oct 2011 | MCSRX vs BICSX | |
| Columbia Commodity Strategy Fund | -6.83% | — | Jun 2012 | MCSRX vs CCSZX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 9 | 3.25% | — | Jan 1996 | MCSRX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 23 | 4.52% | — | May 2006 | MCSRX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 10.27% | — | Sep 2004 | MCSRX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 23 | 4.47% | — | Feb 1996 | MCSRX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | -0.34% | — | Jan 1935 | MCSRX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 14 | 6.33% | — | Jun 2012 | MCSRX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.29% | — | Jul 1997 | MCSRX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 7.26% | — | — | MCSRX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 22 | 4.37% | — | Jan 1996 | MCSRX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.10% | — | Jul 1924 | MCSRX vs MITTX |
Often Compared With MCSRX
Investors most often compare MCSRX with BRCYX, BRCAX, FFGTX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Commodity Strategy Fund | Commodities | 88 | 32.65% | — | Nov 2010 | MCSRX vs BRCYX | |
| Invesco Balanced-Risk Commodity Strategy Fund Clas... | Commodities | 88 | 32.52% | — | Nov 2010 | MCSRX vs BRCAX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | Commodities | 90 | 24.39% | — | Mar 2009 | MCSRX vs FFGTX |
Compare MCSRX with Any Fund or Stock
Compare MCSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCSRX with funds that move differently
MFS Commodity Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCSRX.
Explore MCSRX Diversifiers