MCSOX

About MCSOX

MFS Commodity Strategy Fund Class R2 is a mutual fund designed to provide broad exposure to global commodities markets. Its primary objective is to seek total return by investing in a mix of commodity-linked instruments and debt securities, including U.S. Treasuries, investment-grade corporates, collateralized loan obligations, and other fixed-income assets. The fund employs proprietary quantitative models to inform its allocation decisions, aiming to capture trends and manage risk across a diverse commodity spectrum such as energy, precious and industrial metals, agricultural products, and livestock. Notably, the portfolio is actively managed to maintain flexibility in response to changing market dynamics and utilizes total return swaps linked to the Bloomberg Commodity Index, a widely recognized benchmark for commodity futures. This structure makes the fund significant for investors seeking diversified access to commodity markets within a professionally managed, multi-asset framework. The MFS Commodity Strategy Fund Class R2 plays a role in the market by offering institutional and eligible retirement investors an avenue to hedge inflation risks and complement traditional stock and bond allocations with commodity exposures.