In addition, Franklin Mutual US Value (the Luxembourg-domiciled version of the strategy) adopted a virtually all-US mandate in 2016, resulting in a more concentrated, more volatile profile.

Yet, there’s no shortage of challenges awaiting Ramji. Vanguard hasn’t been immune to investors abandoning actively managed mutual funds for low-cost exchange-traded funds. Customer complaints ...

This page shows the average returns of all the mutual fund categories across different time periods. Click on the period to know which categories are top performers for the selected period.