I am looking to consolidate my M/C funds; i'm leaning towards "blend" but would consider "value". It will be in a taxable account; currently the funds I own are NOT tax efficient at all, so that is an important factor at this point. I also have a long-term time horizon of 10+ years.
I'm not looking for a world beater, just something with good metrics and solid returns. My research has identifed several candidates, three of which i would like your opinion, thoughts and suggestions on.
GVMCX (Government Street Mid-Cap)
BALIX (Barrow Value Opportunity)
PARMX (Parnassus Mid Cap)
They have good metrics, are fairly tax efficient and have category beating long and short-term returns. It also appears they have the ability to scour the market spectrum for investments.
Any and all thoughts, opinions, suggestions on these or other funds is greatly appreciated!!