MFS Commodity Strategy Fund Class R4 (MCSTX) 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 MCSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCSTX
MCSTX charges 0.91% annually. There are 17 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 | MCSTX vs VCMDX | |
| DFA Commodity Strategy Portfolio | 0.31% | — | Nov 2010 | MCSTX vs DCMSX | |
| Fidelity SAI Inflation-Focused | 0.39% | — | Dec 2018 | MCSTX vs FIFGX | |
| Goldman Sachs Commodity Strategy Fund | 0.59% | — | Mar 2007 | MCSTX vs GCCIX | |
| PGIM Quant Solutions Commodity Strategies Fund | 0.62% | — | Nov 2016 | MCSTX vs PQCMX |
Best Risk-Adjusted Alternatives to MCSTX
MCSTX has a PortfoliosLab risk / return rank of 75. There are 20 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 | MCSTX vs JCRAX | |
| Fidelity Global Commodity Stock Fund | 91 | — | Mar 2009 | MCSTX vs FFGCX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 91 | — | Oct 2018 | MCSTX vs FIQRX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 91 | — | Mar 2009 | MCSTX vs FFGIX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 90 | — | Mar 2009 | MCSTX vs FFGAX |
Top Performing MCSTX Alternatives (YTD)
MCSTX 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 | MCSTX vs FIFGX | |
| Rydex Commodities Strategy Fund | 40.27% | — | May 2005 | MCSTX vs RYMEX | |
| PIMCO CommoditiesPLUS Strategy I2 | 36.90% | — | May 2010 | MCSTX vs PCLPX | |
| PIMCO CommoditiesPLUS Strategy Fund | 36.81% | — | May 2010 | MCSTX vs PCLIX | |
| PIMCO CommoditiesPLUS Strategy Fund | 36.60% | — | May 2010 | MCSTX vs PCLAX |
Lowest Volatility Alternatives to MCSTX
MCSTX has 15.79% 1-year volatility. There are 11 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 | MCSTX vs DBCMX | |
| Parametric Commodity Strategy Fund Class I | 13.87% | — | May 2011 | MCSTX vs EIPCX | |
| Parametric Commodity Strategy Fund Class A | 13.90% | — | May 2011 | MCSTX vs EAPCX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 14.08% | 16.45M | Jun 2010 | MCSTX vs JCRAX | |
| Fidelity Commodity Strategy Fund | 14.11% | — | May 2017 | MCSTX vs FYHTX |
Lowest Drawdown Alternatives to MCSTX
MCSTX 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 | MCSTX vs DBCMX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | -6.04% | 16.45M | Jun 2010 | MCSTX vs JCRAX | |
| BlackRock Commodity Strategies Fund Class K | -6.27% | — | Oct 2011 | MCSTX vs BCSKX | |
| BlackRock Commodity Strategies Portfolio | -6.27% | — | Oct 2011 | MCSTX vs BICSX | |
| Columbia Commodity Strategy Fund | -6.83% | — | Jun 2012 | MCSTX 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 | MCSTX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 23 | 4.52% | — | May 2006 | MCSTX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 10.27% | — | Sep 2004 | MCSTX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 23 | 4.47% | — | Feb 1996 | MCSTX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | -0.34% | — | Jan 1935 | MCSTX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 14 | 6.33% | — | Jun 2012 | MCSTX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.29% | — | Jul 1997 | MCSTX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 7.26% | — | — | MCSTX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 22 | 4.37% | — | Jan 1996 | MCSTX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.10% | — | Jul 1924 | MCSTX vs MITTX |
Compare MCSTX with Any Fund or Stock
Compare MCSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCSTX with funds that move differently
MFS Commodity Strategy Fund Class R4 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCSTX.
Explore MCSTX Diversifiers