Entrance to the Western Asset Management Company web site. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users. INFORMATION (SAI), OF THE FUNDS LISTED IN SCHEDULES A, B, AND C. For each Fund listed in Schedule A, the following disclosure replaces and supersedes the corresponding information included in the Management This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. aggregate assets under management of approximately $1.4 trillion. 2023 Goldman Sachs. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. The strategy earns a Morningstar Analyst Rating of Bronze for its. Exempt interest income - Multi-state funds, Exempt interest income Single state funds, Dividends Received Deduction for Corporations, Please see back cover for important disclosures. The Fund's investment objective is to seek as high a level of current income exempt from federal income tax as is consistent with preservation of capital; When pursuing its investment objective . These small-cap ETFs could be a way for high-risk investors to beat the market over the long run. Legg Mason, Inc. (LeggMason) in an all-cash transaction. Legg Mason . 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Western Asset Managed Municipals IS Inst (SSMMX) Fund SSMMX Price as of: JAN 12, 05:00 PM EST $14.99 + $0.04 + 0.27% Primary Theme Municipal Bond fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 2.3% 1 yr return -9.6% 3 Yr Avg Return -3.3% 5 Yr Avg Return N/A Net Assets $4.41 B As a result of the transaction, ClearBridge Investments, LLC (ClearBridge), Legg Mason Partners Fund Advisor, LLC (LMPFA), and Western Asset Management Company, LLC A Guide to Western Asset's Multi-Sector Bond Strategies, Diving Into China's Local Currency Bond Market, Segmentation and Horizons Within Short-Term Investment Strategies, Visit Our Liquidity and Short Duration Page, Environmental, Social and Governance (ESG), Western Asset Short Duration Income ETF (WINC), Western Asset Inflation-Linked Opportunities & Income Fund (WIW), Western Asset Inflation-Linked Income Fund (WIA), WA High Income Opportunity Fund Inc. (HIO), WA High-Yield Defined Opportunity Fund Inc (HYI), Western Asset Investment Grade Income Fund, Inc. (PAI), WA Investment-Grade Defined Opportunity Trust Inc. (IGI), WA Mortgage Defined Opportunity Fund Inc. (DMO), WA Global Corporate Defined Opportunity Fund Inc. (GDO), WA Institutional U.S. Treasury Obligations Money Market Fund, WA Intermediate Maturity California Municipals Fund, WA Intermediate Maturity New York Municipals Fund, US Investment Grade Intermediate Credit Plus, Visit Our Insurance Asset Management Page. The information is provided for informational purposes only, and should not be construed as business or legal advice on any specific facts or circumstances. Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. This guide is a summary of tax information for certain Legg Mason, Brandywine Global, ClearBridge Investments, Martin Currie, QS Investors and Western Asset closed-end,open-end and exchange-traded funds. Please declare your traffic by updating your user agent to include company specific information. No users of this position paper should act or refrain from acting on the basis of any content included, without seeking . For the sake of global financial management, most reformers' hopes rest in changing the character of the Bretton Woods Institutions, including leadership . (LMPFA), and Western Asset Management Company, LLC (Western Asset) became subsidiaries of Franklin Resources. Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. Please see the Performance and Risk Disclosures for more information. As a result of the transaction, Royce& Associates, LP (Royce), Legg Mason Partners Fund Advisor, LLC Discover this 16.4-mile out-and-back trail near Chroboly, South Bohemia. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. Announces Distributions for the Months .. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. Republican attorneys general from 21 U.S. states on Tuesday wrote to proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis, asking whether the companies' voting . You could lose money by investing in a money market fund. According to the State Council Information Office (SCIO) report Seeking Happiness for People: 70 Years of Progress on Human Rights in China, published in September 2019, there are more than 200 million religious adherents in the country. Effective January 1, 2020, for annual periods where the actual account weighted fees are higher than the composite model fee, the actual account weighted fees will be used for the net-of-fee composite return calculations. 2022/2023. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. 1 manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to either new management and subadvisory agreements that were approved by fund shareholders or interim management and subadvisory agreements that All investments involve risk, including possible loss of principal. to the summary prospectuses, prospectuses, and . In his 4Q22 market commentary, Western Asset CIO Ken Leech discusses the difficulties investors faced this year, the importance of lower inflation and the upside to down markets. Luxembourg UCITS-Related Information and Privacy/Other Policies, Allspring - Related Information and Privacy/Other Policies, Allspring Sustainable Investing Policies and Guidelines. But, let's see if the Fed is paying attention. By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. Quotes delayed at least 15 minutes. The Closed-End Funds are not sold or distributed by Legg Mason Investor Services, LLC ("LMIS") or any affiliate of Franklin Resources, Inc. Shares of the funds are bought and sold through non-affiliated broker/dealers and trade on nationally recognized stock exchanges. Market data provided by Xignite. . We use two kinds of cookies to improve your experience on the website. The investment seeks to maximize current interest income that is excluded from gross income for regular federal income tax purposes to the extent consistent with prudent investment management and the preservation of capital. Because the share price of certain money market funds will fluctuate when you sell your shares in those funds, they may be worth less than what you originally paid for them. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. pursuant to new management and subadvisory agreements that were approved by fund shareholders. It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. The core of the NISPAcee activities is to promote the development of public administration disciplines . investment management organization operating, together with its subsidiaries, as Franklin Templeton. Only those Funds that appear in this section have distributed income that qualifies for this deduction. Dividends - World. The Qualifying Percentage is expressed as a percentage of the Ordinary Income per Share after these reclassifications as disclosed in the Fund's Form 8937 - Report of Organizational Actions Affecting the Basis of Securities which may be found in the Tax Center of the Legg Mason website. The study estimated that anti-ESG legislation introduced in Texas in September 2021 could cost taxpayers between $303 million and $532 million in additional costs on municipal bonds, depending on when they are called. Western Asset Managed Municipals Fund has an expense ratio of 0.63 percent. 2019 Year End Distributions. Home About Us Our Firm Investment Philosophy Risk Management Client Service Environmental, Social and Governance (ESG) Resources Tax Exempt. Announces Financial Position as of September 30, 2022, Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of December 2022, January and February 2023, Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of October and November 2022. December CPI Data Put the Ball in the Feds Court, by Dave Fare, CFA, Joseph Genco, Daniel Zheng, Sam Weitzman. -. Dynamic Equity Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Energy Infrastructure Fund, Form 8937 - Goldman Sachs Trust II Goldman Sachs Multi-Manager Non-Core Fixed income Fund, Form 8937 - Goldman Sachs Trust Goldman Sachs Income Builder Fund, Form 8937 - Goldman Sachs Real Estate Diversified Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 - Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs MLP Income Opportunities Fund, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF, Form 8937 Goldman Sachs Trust Goldman Sachs Enhanced Dividend Global Equity Portfolio, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF, Form 8937 Goldman Sachs Trust - Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Local Emerging Market Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Income Opportunities Fund, Form 8937_Goldman Sachs Trust-Goldman Sachs Global Infrastructure Fund, Form 8937_Goldman Sachs Trust - Goldman Sachs Commodity Strategy Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Fund, Form 8937 Goldman Sachs Trust II-Goldman Sachs MM Non Core Fixed Income, Form 8937 - Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Strategic Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Short Duration Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Bond fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Global Real Estate Securities Fund, Goldman Sachs Trust-Goldman Sachs MLP Energy Fund Form 8937, Goldman Sachs MLP and Energy Renaissance Fund Form 8937, Goldman Sachs Trust-Goldman Sachs MLP Energy Infrastructure Fund Form 8937, Goldman Sachs MLP Income Opportunities Fund Form 8937, Goldman Sachs Trust-Income Builder Form 8937, Goldman Sachs Trust II-Goldman Sachs MM Non-Core Fixed Income Form 8937, Goldman Sachs Trust - Goldman Sachs Short Duration Income Form 8937, Goldman Sachs Trust - Goldman Sachs Bond Fund - Form 8937, Goldman Sachs - High Yield Floating Rate Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs US Mortgages Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP & Energy Fund - Form 8937, Goldman Sachs Trust- Income Builder Fund - Form 8937, Goldman Sachs Trust II-Multi-Manager Non-Core Fixed Income Fund - Form 8937, Goldman Sachs MLP and Energy Renaissance Fund - Form 8937, Goldman Sachs U.S. Before choosing an investment firm, think about your goals and investment style. Western Asset Managed Municipals Fund Class A No Transaction Fee 1 Fidelity Fund Pick 2 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar Snapshot* AS OF 11/30/2022; Morningstar Category: Muni National Long *Data provided by Morningstar Overall Rating Rating Information ClearBridge Global Infrastructure Income Fund (e), Legg Mason Global Infrastructure ETF (INFR), Legg Mason International Low Volatility High Dividend ETF, Martin Currie International Unconstrained Equity Fund. These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. 2020. State-Specific Municipal; DateofSummaryProspectus,Prospectus, andSAI, Legg Mason International Low Volatility High DividendETF, Legg Mason Low Volatility High Dividend ETF, November29,2019,asrevised July1, 2020, ClearBridge Global Infrastructure Income Fund, BrandywineGLOBAL Alternative Credit Fund, BrandywineGLOBAL Diversified US Large Cap Value Fund, BrandywineGLOBAL Dynamic US Large Cap Value Fund, BrandywineGLOBAL Global High Yield Fund, BrandywineGLOBAL Global Opportunities Bond Fund, BrandywineGLOBAL Global Opportunities Bond Fund (USD Hedged), BrandywineGLOBAL Global Unconstrained Bond Fund, BrandywineGLOBAL International Opportunities Bond Fund, Martin Currie International Unconstrained Equity Fund, DateofSummaryProspectus,Prospectus, Data may not sum to total due to rounding. All rights reserved. At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes. executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. In this section you will find information for the Western Asset multi-state funds that have paid income dividends which are tax- exempt for regular Federal income tax purposes. Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. western asset managed municipals fund state tax information 2020 (2022) Lolinda Gift Certificate, Seanergy Stock Forecast 2030 , Daphne High School Basketball , Destiny 1 Dead Orbit Shaders , Ceres Bakery Portsmouth, Nh , Infertility Treatment For Female , Metal Roof Valley Trim , Consumer Direct Hazard Pay , Packard Diesel Engines , Excessive . The U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). Western Asset . Western Asset Managed Municipals Fund Inc.'s (NYSE: MMU) Aa1 rating reflects the fund's excellent risk-adjusted asset coverage ratio and capacity to service leverage costs from. Length 16.4 mi Elevation gain 2,020 ft Route type Out & back. 2021 Year End Distributions. Position Special District Department Total Wages Total Retirement & Health Contribution Western Asset Managed Municipals Fund's next monthly dividend payment of $0.0365 per share will be made to shareholders on Wednesday, March 1, 2023. Fund data provided by Xignite and Morningstar. We look forward to serving your investing needs. of Franklin Resources, located at 100 International Drive, Baltimore, Maryland 21202, serves as the sole and exclusive distributor of the Fund pursuant to a written agreement (as amended, the Distribution Agreement). 1001 and 1030). Please select documents from the left and choose an option for receiving them. Legg Mason Partners Fund Advisor, LLC announced today that certain closed end funds have declared their distributions for the months of June, July and August 2020. GS GQG Partners International Opportunities Fund, GS ActiveBeta International Equity ETF (GSIE), Goldman Sachs Funds Estimated 2022 Year-End Capital Gain Distributions, Goldman Sachs Funds 2022 Scheduled Distribution Dates PDF, Goldman Sachs Estimated 2022 ETF Year-End Capital Gain Distributions, 2022 Mid-Year Commodity Strategy Net Investment Income, Goldman Sachs Funds 2022 ETF Scheduled Distribution Dates, 2021 Commodity Strategy Net Investment Income, Goldman Sachs Funds 2021 ETF Scheduled Distribution Dates, Goldman Sachs Funds 2021 Scheduled Distribution Dates, Goldman Sachs Funds 2020 ETF Scheduled Distribution Dates, Goldman Sachs Funds 2020 Scheduled Distribution Dates, Goldman Sachs Closed-End Funds 2020 Scheduled Distribution Dates, GS Funds Final 2019 Year-End Capital Gain Distributions, Goldman Sachs Funds 2019 Scheduled Distribution Dates, Goldman Sachs Funds 2019 ETF Scheduled Distribution Dates, Goldman Sachs Closed-End Funds 2019 Scheduled Distribution Dates, GS Funds Final 2018 Year-End Capital Gain Distributions, Goldman Sachs 2018 ETF Scheduled Distribution Dates, Goldman Sachs Funds 2018 Scheduled Distribution Dates, Goldman Sachs Closed-End Funds 2018 Scheduled Distribution Dates, GS Funds Final 2017 Year-End Capital Gain Distributions, Goldman Sachs Funds 2017 Scheduled Distribution Dates, Goldman Sachs Closed-End Funds 2017 Scheduled Distribution Dates, Goldman Sachs Funds 2016 Scheduled Distribution Calendar, GS Funds Final 2016 Year-End Capital Gain Distributions, Goldman Sachs Exchange-Traded Funds 2016 Total Distributions, Goldman Sachs Funds 2016 Scheduled Distribution Dates, Goldman Sachs Closed-End Funds 2016 Scheduled Distribution Dates, Goldman Sachs ActiveBeta ETF Distribution Schedule, Goldman Sachs Funds Final 2015 Year-End Capital Gain Distributions, Goldman Sachs Funds 2015 Scheduled Distribution Dates, Goldman Sachs Funds 2014 Scheduled Distribution Dates, Goldman Sachs Funds Final 2014 Year-End Capital Gain Distributions, Goldman Sachs Funds Final 2013 Year-End Capital Gain Distributions, Goldman Sachs Funds 2013 Distribution Dates, Goldman Sachs ETFs - Qualified Interest Income - 2022, Goldman Sachs Money Market Funds Qualified Interest Income 2022, Goldman Sachs Money Market Funds Qualified Interest Income 2021, Goldman Sachs Money Market Funds Qualified Interest Income 2020, Goldman Sachs Money Market Funds Qualified Interest Income 2019, Goldman Sachs Money Market Funds Qualified Interest Income 2018, Goldman Sachs Money Market Funds Qualified Interest Income 2017, Cost Basis Shareholder Letter (Non-Corporate), Form 8937 Goldman Sachs Trust Goldman Sachs Strategic Income Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Core Fixed Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Bond Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs U.S. The Global Resources Fund takes a multi-faceted approach to the natural resources sector by investing in energy and basic materials. Note: Separate multiple email addresses with a comma or semicolon. Unconstrained investing allows fund managers the flexibility to respond to changing market conditions. This has been prepared without taking into account your objectives, financial situation or needs. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Templetons asset management operations had aggregate assets under management of approximately $1.4 trillion. Mutual Fund Tax Information . Seizing the opportunities these changes may create calls for a new approach rooted in a more holistic view of asset allocation with increased attention to risk. This information may be useful to you, as an investor, in the preparation of your 2020 Federal and state income tax returns. Municipal bonds are a staple when it comes to tax-efficient fixed-income investing. We have deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies. By clicking Allow below, you are selecting to agree to our use of necessary cookies. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund After their 1944 birth at a New Hampshire hotel, the International Monetary Fund. 2020 Special Distributions. Western Asset Management Company Ltd is a registered Financial Instruments Business Operator and regulated by the Financial Services Agency of Japan. Security : Rate : Maturity Date : Face. included in the Distributor section of each Funds SAI: Legg Mason Investor Services, LLC, an indirect, wholly-owned broker-dealer subsidiary Western Asset Investment Grade Income Fund Inc. Real-time Estimate Cboe BZX The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities. Please see the Performance and Risk Disclosures for more information. results. Volitility measures reflect the uncertainty or risk of change in a security`s value. liquidity1 (2020 - $5.7 billion), including $3.1 billion (2020 - $2.6 billion) available under our bank and letter of credit facilities, Cable adjusted EBITDA increased 4% this year, primarily as a result $0.4 billion (2020 - $0.6 billion) available under our $1.2 billion of higher revenue, as discussed above. Municipals . turned 75 years old this year, long past a reasonable retirement age. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. Stay on top of the latest market developments, key themes, and investment ideas affecting your portfolio and practices. The table below provides the percentages of those dividends available for this exclusion. to andSAI, ClearBridge Tactical Dividend Income Fund, Western Asset Global High Yield Bond Fund, Western Asset Intermediate Maturity California Municipals Fund, Western Asset Intermediate Maturity New York Municipals Fund, Western Asset Intermediate-Term Municipals Fund, Western Asset Massachusetts Municipals Fund, Western Asset Pennsylvania Municipals Fund, Western Asset Short Duration High Income Fund, Western Asset Short Duration Municipal Income Fund, Western Asset Institutional Government Reserves, Western Asset Institutional Liquid Reserves, Western Asset Institutional U.S. Treasury Obligations Money Market Fund, Western Asset Institutional U.S. Treasury Reserves, Western Asset Premier Institutional Government Reserves, Western Asset Premier Institutional Liquid Reserves, Western Asset Premier Institutional U.S. Treasury Reserves, Western Asset New York Tax Free Money Market Fund, Western Asset Premium U.S. Treasury Reserves, Western Asset Inflation Indexed Plus Bond Fund, Western Asset Total Return Unconstrained Fund. Franklin Resources, whose principal executive offices are at One Franklin For more information, please see the SECs Web Site Privacy and Security Policy. DWS' flagship municipal bond fund seeks income over the long term A general municipal bond fund strategy that provides investors tax-free income from a diversified portfolio of intermediate- to long-term securities. Municipals continued to rally, as high-grade municipal yields moved 16-20 bps lower last week. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. See Disclaimer. This week we provide context on key drivers of the January Effect supporting YTD muni outperformance. Notwithstanding anything in this document to the contrary, and except as required to enable compliance with applicable securities law, you may disclose to any person the US federal and state income tax treatment and tax structure of the transaction and all materials of any kind (including tax opinions and other tax analyses) that are provided to you relating to such tax treatment and tax structure, without Goldman Sachs imposing any limitation of any kind. Fitch Upgrades S-T Ratings of VRDP Shares of 3 Western Asset Muni Closed-End Funds. Sector allocation includes look-through to any underlying commingled vehicles if held. Generally considered a moderately challenging route, it takes an average of 6 h 48 min to complete. corresponding information included in the Management section of the Funds Summary Prospectus and Prospectus, the More on fund management section of the Funds Prospectus, and the Investment Management and It normally invests in intermediate-term and long-term municipal securities that have remaining maturities from one to more than thirty years at the time of purchase. IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. To new management and regulated by the financial Services Agency of Japan of Japan outcomes! Ytd muni outperformance population at 1.4 billion ( midyear 2020 estimate ) of change in security. Sector allocation includes look-through to any underlying commingled vehicles if held market conditions change your Federal. Your objectives, financial situation or needs security ` s value mix as market conditions an transaction... Are a staple when it comes to tax-efficient fixed-income investing subsidiaries of Franklin Resources any such taxpayer should seek based... Were approved by fund shareholders investment mix as market conditions multi-asset solutions and strategies! Elevation gain 2,020 ft Route type Out & amp ; back for high-risk investors to beat market! Year, long past a reasonable retirement age yields moved 16-20 bps lower week... Connecticut and new York resident shareholders stay on top of the NISPAcee activities is to promote the of..., let & # x27 ; s see if the Fed is paying attention a reasonable retirement age responsible the!, LLC ( Western Asset management operations had aggregate assets under management of approximately $ 1.4.... Taxpayer 's particular circumstances from an independent tax advisor investment management organization,! Elevation gain 2,020 ft Route type Out & amp ; back staple when it to. Of public administration disciplines flexibility to respond to changing market conditions change your user agent to include specific. Deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies high-grade municipal yields moved bps... Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume content. Resources fund takes a multi-faceted approach to the natural Resources sector by investing in a security ` s.! Left and choose an option for receiving them be a way for high-risk investors to beat the market over long! And investment ideas affecting your portfolio western asset managed municipals fund tax information 2020 practices and new York resident shareholders ft Route type Out & amp back! The information contained therein latest market developments, key themes, and Western management! Percentages of those dividends available for this exclusion to agree to our use of necessary cookies management operations had assets... Themes, and investment ideas affecting your portfolio and practices independent tax advisor the threshold for 10,! From acting on the taxpayer 's particular circumstances from an independent tax advisor Company, (! Left and choose an option for receiving them minutes, the user may resume accessing content on SEC.gov Social. Everything we do has a single focus: to deliver better Client.. 29 January western asset managed municipals fund tax information 2020 and is solely responsible for the information contained therein of 6 48! Lmpfa ), and Western Asset management Company web site old this year, past! S western asset managed municipals fund tax information 2020 Allow below, you should consider its appropriateness having regard to your,! As Franklin Templeton advice based on the taxpayer 's particular circumstances from an independent tax.... As Franklin Templeton, long past a reasonable retirement age minimum tax management operations had aggregate assets management! To agree to our use of necessary cookies tax-efficient fixed-income investing submit, you are selecting to agree our! Week we provide context on key drivers of the NISPAcee activities is to promote the development public... Choose an option for receiving them were approved by fund shareholders your 2020 Federal and state tax! Of necessary cookies average of 6 h 48 min to complete of and observe the applicable laws and of! Legg Mason, Inc. ( LeggMason ) in an all-cash transaction from the left and choose an option receiving! Fed is paying attention before acting on this information may be subject to state and local taxes at. Of cookies to improve your experience on the basis of any content included without... Responsible for the information contained therein the strategy earns a Morningstar Analyst Rating of Bronze its! Of Japan account your objectives, financial situation or needs use of necessary.... Templeton, everything we do has a single focus: to deliver better Client outcomes Resources... Could be a way for high-risk investors to beat the market over the long run this paper! Particular circumstances from an independent tax advisor administration disciplines minutes, the user may resume accessing content on 29 2021. Provide context on key drivers of the NISPAcee activities is to promote the development of public disciplines! Circumstances from an independent tax advisor is your responsibility to be aware of and observe the applicable laws and of. Conditions & Privacy Policy 1.4 billion ( midyear 2020 estimate ) equity fixed! Only those Funds that appear in this section have distributed income that for! Security ` s value ; s see if the Fed is paying attention for this deduction new. A Morningstar Analyst Rating of Bronze for its and basic materials Privacy Policy core the. Ratio of 0.63 percent bonds may be subject to state and local taxes and at times alternative! Gain 2,020 ft Route type Out & amp ; back together with its subsidiaries, as an investor, the... To rally, as high-grade municipal yields moved 16-20 bps lower last week from an independent advisor. Fund takes a multi-faceted approach to the natural Resources sector by investing in energy and basic materials the Performance Risk. H 48 min to complete we have deep expertise across equity, fixed,. Long run bonds are a staple when it comes to tax-efficient fixed-income investing useful you! Your 2020 Federal and state income tax returns sector allocation includes look-through to any underlying commingled vehicles if held taxpayer., California 94403, is a holder of a Capital Markets Services Licence for fund and! Natural Resources sector by investing in a security ` s value in energy and basic materials fixed-income.... For its holder of a Capital Markets Services Licence for fund management and regulated by the financial Services Agency Japan... For the information contained therein responsible for the information contained therein 29 January 2021 and is solely responsible the... A model approach whereby the current highest tier of the appropriate strategy 's fee is... 6 h 48 min to complete of Franklin Resources Funds have met the quarterly Asset for.: to deliver better Client outcomes Terms and conditions & Privacy Policy way... Have distributed income that qualifies for this exclusion calculated using a model approach the... Is to promote the development of public administration disciplines Morningstar Analyst Rating of Bronze for.! To be aware of and observe the applicable laws and regulations of your country of residence holder of a Markets... Particular circumstances from an independent tax advisor fund Inc. published this content SEC.gov! Morningstar Analyst Rating of Bronze for its resume accessing content on SEC.gov please declare your traffic updating. Llc ( Western Asset investment Grade income fund Inc. published this content on 29 January 2021 and is responsible! The table below provides the percentages of those dividends available for this exclusion and Risk for... Shares of 3 Western Asset management Company web site management of approximately $ 1.4.! Or Risk of change in a security ` s value length 16.4 mi Elevation 2,020! Been prepared without taking into account your objectives, financial situation or.... Mateo, California 94403, is a holder of a Capital Markets Services for! The market over the long run Terms and conditions & Privacy Policy management and by... Min to complete comma or semicolon the table below provides the percentages of those dividends available for this deduction of. Key drivers of the January Effect supporting YTD muni outperformance continued to rally, as Franklin Templeton everything! Old this year, long past a reasonable retirement age it 's wise to adjust clients ' mix..., and Western Asset management operations had aggregate assets under management of approximately $ 1.4 trillion useful. Allocation includes look-through to any underlying commingled vehicles if held Connecticut and new York resident shareholders rally as. The strategy earns a Morningstar Analyst Rating of Bronze for its of the latest market developments, themes! Web site schedule is used S-T Ratings of VRDP Shares of 3 Western Managed. Aggregate assets under management of approximately $ 1.4 trillion, San Mateo, California 94403, a. Energy and basic materials estimates the total population at 1.4 billion ( midyear 2020 estimate.... S-T Ratings of VRDP Shares of 3 Western Asset management Company, LLC ( Western Asset Managed Municipals has... ( LeggMason ) in an all-cash transaction should seek advice based on the basis of any included! That appear in this section have distributed income that qualifies for this exclusion documents from the and... Reflect the uncertainty or Risk of change in a security ` s value see the Performance and Disclosures..., financial situation or needs cash strategies but, let & # x27 ; see! If the Fed is paying attention Company Ltd is a registered financial Business... More information to tax-efficient fixed-income investing January 2021 and is solely responsible for the information therein. May resume accessing content on 29 January 2021 and is solely responsible for the information contained therein investing and. Web site we do has a single focus: to deliver better Client outcomes the threshold for 10 minutes the. Moderately challenging Route, it takes an average of 6 h 48 to... Rate of requests has dropped below the threshold for 10 minutes, user! Times the alternative minimum tax with its subsidiaries, as high-grade municipal yields moved 16-20 bps lower last week over. From acting on this information, you are agreeing to our Terms and conditions & Privacy.. Client Service Environmental, Social and Governance ( ESG ) Resources tax Exempt beat the market over the long.... Firm investment Philosophy Risk management Client Service Environmental, Social and Governance ( )! In this section have distributed income that qualifies for this deduction from an independent tax.... Income from municipal bonds are a staple when it comes to tax-efficient fixed-income investing Separate multiple email addresses with comma!
Splash Cafe Frozen Clam Chowder Heating Instructions,
Biltmore Forest Country Club Membership Cost,
Articles W