Convertible

The text discusses personnel policies and the investment strategies of convertible funds and tax-managed funds. It highlights the avoidance of certain industries such as alcoholic beverage, tobacco, gambling, and weapons. It also emphasizes the importance of considering tax liabilities in fund management. The text mentions different types of bond funds based on maturity range and credit quality. It concludes by mentioning various types of stock and bond funds including balanced funds and asset allocation funds.