western asset managed municipals fund tax information 2020

Dashboard summary of the Firms latest views, Forward-looking assessment of global markets, Commentary on trends, technicals and relative value, 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. investment management organization operating, together with its subsidiaries, as Franklin Templeton. Invest in Education. Copyright 2023 Surperformance. For each Fund listed in Schedules A, B, and C, the following disclosure replaces and supersedes the corresponding information The table below provides the percentages of those dividends available for this exclusion. The World Interest Rate Probability published by Bloomberg suggests that the Fed will hike Fed Funds by 25 basis points (bp) during their February 1 meeting and again another 25bp during their March 22 meeting bringing the Fed Funds upper bound rate to 5.0%. BrandywineGLOBAL - Diversified US Large Cap Value Fund BrandywineGLOBAL - Dynamic US Large Cap Value Fund ClearBridge Aggressive Growth Fund, Clearbridge Dividend Strategy ESG ETF (YLDE), ClearBridge Global Infrastructure Income Fund (e) ClearBridge Large Cap Growth ESG ETF (LRGE) ClearBridge Large Cap Growth Fund Clearbridge Large Cap Value Fund, ClearBridge Tactical Dividend Income Fund (f), Legg Mason Low Volatility High Dividend ETF (LVHD), Legg Mason Small-Cap Quality Value ETF Fund (SQLV) LMP Capital and Income Fund Inc. (SCD) (f), Western Asset Global High Income Fund Inc. (EHI), Western Asset High Income Fund II Inc. (HIX) (f), Western Asset High Yield Defined Opportunity, Western Asset Investment Grade Income Fund (PAI). aggregate assets under management of approximately $1.4 trillion. Entrance to the Western Asset Management Company web site. This week we provide a muni market outlook for 2023. 12732 Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. B, the following disclosure replaces and supersedes the corresponding information included in the Distribution subsection of the More on fund management section of each Funds Prospectus: Legg Mason Investor Services, LLC (LMIS), an indirect, wholly-owned broker/dealer subsidiary of Franklin Resources, serves as the funds sole and Mortgages Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Short Duration Bond Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs High Yield Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Investment Grade Credit Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Satellite Strategies Portfolio, Form 8937 Goldman Sachs Trust II Goldman Sachs Multi-Manager Non-Core Fixed Income Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Short Duration Income Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs High Quality Floating Rate Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Strategic Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs International Equity Dividend and Premium Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Global Real Estate Securities Fund, Form 8937 Goldman Sachs Trust Goldman Sachs US Equity Dividend and Premium Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Global Infrastructure Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs U.S. Tax-Managed Equity Fund, Form 8937 Goldman Sachs Trust II - Goldman Sachs U.S. turned 75 years old this year, long past a reasonable retirement age. The list below provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the dividends received deduction for corporations. Western Asset Management Company Pte. We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation. As of June30, 2020, after giving effect to the transaction described above, Franklin Templetons asset management operations had Position Special District Department Total Wages Total Retirement & Health Contribution This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. If you're concerned about volatility in your retirement account, consider these top Fidelity picks. Black Desert Online (BDO) Tier List (2022) - GamecodeGuides, Text - S.1169 - 117th Congress (2021-2022): Strategic Competition Act of 2021. For each Fund listed in Schedules A and Data may not sum to total due to rounding. Employee Provident Fund Withdrawal. information available on the financial condition of issuers of municipal securities than for public corporations. 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. This has been prepared without taking into account your objectives, financial situation or needs. We reserve the right to block IP addresses that submit excessive requests. 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. Menu Home; Rankings. The information contained herein is based on input and analysis from January 2022 to August 2022. Western Asset Managed Municipals Fund Inc. (NYSE:MMU) announces its portfolio composition as of March 31, 2019. . 1001 and 1030). transaction described above, Franklin Templetons asset management operations had aggregate assets under management of approximately $1.4 trillion. See Footnotes after Section 5. Core CPI inflation for December was 0.3%, for an annualized rate of 3.7%. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. 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. Only those Funds that appear in this section have distributed income that qualifies for this exclusion. It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. Legg Mason, Inc. (LeggMason) in an all-cash transaction. The Fund has made certain reclassifications affecting the tax character of the distributions paid. 497K 1 d497k.htm LEGG MASON WESTERN ASSET MANAGED MUNICIPALS FUND July 1, 2011 . Franklin Resources, whose principal executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global all-cash transaction. Effective July 7, 2020, the Fund changed its name from BranywineGLOBAL - Global Flexible Income Fund. Western Asset is widely known for its global fixed income products. This week we provide context on key drivers of the January Effect supporting YTD muni outperformance. 2021 Year End Distributions. Discover this 16.4-mile out-and-back trail near Chroboly, South Bohemia. NISPAcee - The Network of Institutes and Schools of Public Administration in Central and Eastern Europe originated from the genuine effort of people and institutions from the region to share the knowledge and skills and unite the effort to cope with present and future challenges in the field. Managed . The fund normally invests at least 80% of its assets in municipal securities and other investments with similar economic characteristics, the interest on which is exempt from regular federal income tax but which may be subject to the federal alternative minimum tax. exclusive distributor. 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 Municipals . Returns for periods greater than one year are annualized. Unconstrained investing allows fund managers the flexibility to respond to changing market conditions. Please see the Performance and Risk Disclosures for more information. included in the Distributor section of each Funds SAI: Legg Mason Investor Services, LLC, an indirect, wholly-owned broker-dealer subsidiary Legg Mason Investor Services, LLC, Brandywine Global Investment Management, LLC, ClearBridge Investments, LLC, Martin Currie Investment Management Limited, QS Investors, LLC (which combined October 1, 2020 with Franklin Templeton Multi-Asset Solutions (FTMAS) to form Franklin Templeton Investment Solutions (FTIS)), Royce & Associates, LP and Western Asset Management Company, LLC, are subsidiaries of Franklin Resources, Inc. Royce & Associates, LP primarily conducts its business under the name Royce Investment Partners. The Ministry of Finance forecasts 3.1 percent growth for 2022. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. Western Asset Investment Grade Income Fund Inc. Real-time Estimate Cboe BZX No. EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . This trail is great for road biking and bike touring, and it's unlikely you'll encounter many other people . 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. Western Asset . For the sake of global financial management, most reformers' hopes rest in changing the character of the Bretton Woods Institutions, including leadership . Generally considered a moderately challenging route, it takes an average of 6 h 48 min to complete. By clicking Allow below, you are selecting to agree to our use of necessary cookies. Forms and Applications Capital Gains Distribution 2022 Goldman Sachs Funds Estimated 2022 Year-End Capital Gain Distributions PDF Goldman Sachs Funds 2022 Scheduled Distribution Dates PDF PDF Goldman Sachs Estimated 2022 ETF Year-End Capital Gain Distributions PDF 2022 Mid-Year Commodity Strategy Net Investment Income PDF I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. Franklin Resources, whose principal Cultist Simulator - Guide to Apostle Victories. 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, Separate Accounts and Commingled Vehicles, For more information, contact your Client Service Executive. Government.*. Announces Distributions for the Months .. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. A resource center for fund merger notices, 1099 forms, forms 8937 and more. Volitility measures reflect the uncertainty or risk of change in a security`s value. 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. 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 If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. The U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). Thank you for your interest in the U.S. Securities and Exchange Commission. -. As a result of the transaction, Legg Mason Partners Fund Advisor, LLC (LMPFA) and the subadviser(s) became indirect, wholly-owned subsidiaries of Franklin Resources. <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-5P3ZSM2" height="0" width="0" style="display: none; visibility: hidden"></iframe> The bulk of core inflation came from shelter, with both renters' and homeowners' costs rising at slightly less than a 10% annualized rate. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to 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, 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. Dividends - World. A money market fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. Western Asset Managed Municipals Fund SMMBX | - $5.05 B - 1.23% SMMBX - Profile Distributions YTD Total Return N/A 3 Yr Annualized Total Return 2.1% 5 Yr Annualized Total Return 5.1% Capital Gain Distribution Frequency Annually Net Income Ratio 3.20% DIVIDENDS Dividend Yield 0.0% Dividend Distribution Frequency Monthly Fund Details Legal Name Distributed by Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC. You could lose money by investing in a money market fund. California Do Not Sell My Personal Information Request. Stay on top of the latest market developments, key themes, and investment ideas affecting your portfolio and practices. For more detailed information about necessary and optional cookies, and to select your preferences regarding optional cookies, click Manage cookies.. These small-cap ETFs could be a way for high-risk investors to beat the market over the long run. Diversification cannot protect against loss. 1 The Fund 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 preservation of capital. new management and subadvisory agreements that were approved by fund shareholders. You may not be able to dodge Uncle Sam altogether, but some investments have definite tax perks. Gross-of-fees returns are presented before management fees, but after all trading expenses. Western Asset Managed Municipals Fund . were approved by the funds board for use while the fund continues to seek shareholder approval of the new agreements. You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. As of June30, 2020, after giving effect to the transaction described above, Franklin Past investment results are not indicative of future investment results. Employees and/or clients of Western Asset may have a position in the securities mentioned. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the amount shown in Box 1a of Form. 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 Amount : Value : Illinois . We offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. Sector allocation includes look-through to any underlying commingled vehicles if held. Shareholders taking an itemized deduction for foreign taxes paid: Please note that shareholders claiming a foreign tax credit on income passed through from a mutual fund are no longer required to report foreign source income and foreign taxes paid on a. basis. By clicking Allow below, you are selecting to agree to our use ofnecessaryand statisticalcookies. All rights reserved. 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. 497k 1 d216040d497k.htm western asset managed municipals fund . Without advertising income, we can't keep making this site awesome for you. 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. Global Asset Management | Western Asset Blog The Fed Killed Construction and Manufacturing, Services Next December data showed job growth remains positive, and the trend in growth is clearly downward, with sympathetic moves in workweeks and wages, and outright weakness in some key sectors. For more information, contact opendata@sec.gov. WA Managed Municipals Fund Inc. (MMU) WA Municipal High Income Fund Inc. (MHF) WA Municipal Partners Fund Inc. (MNP) Global. Asia Pacific; EMEA; Latin America; UK Solicitors; UK Bar; United States Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Research current and historical price charts, top holdings, management and full profile. Multi-Strategy Equities Master Fund Ltd Sample Clauses | Law Insider, Magellan Infrastructure Fund (currency Hedged) Fund Forecast: up to $3.273! Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. August 31, 2020 . To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. The Global Resources Fund takes a multi-faceted approach to the natural resources sector by investing in energy and basic materials. This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website. 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 12/31/2022; Morningstar Category: Muni National Long *Data provided by Morningstar Overall Rating Rating Information All rights reserved. 2022 Year End Distributions. AgriInsurance is a program that uses premiums to fund liabilities. 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. For the Fund listed in Schedule C, the following disclosure replaces and supersedes the Note: Separate multiple email addresses with a comma or semicolon. No. Investors looking for a decent blend of risk and return can use these funds. These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. Western Asset Managed Municipals is managed by an experienced team that plies a thoughtful and repeatable investment approach. (Western Asset) became indirect, wholly-owned subsidiaries of Franklin Resources. The stated federal tax rates for joint incomes over $250,000 include the 3.8% medicare tax imposed on the net investment income of certain taxpayers with higher incomes. - MICH Fund Price Prediction, Long-Term & Short-Term Prognosis with Smart Technical Analysis, Open-ended versus closed-ended funds - what's the difference? Rules and Taxes. By using this site, you are agreeing to security monitoring and auditing. 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 Western Asset New York Municipals Fund : August 1, 2020: Western Asset Oregon Municipals Fund : August 31, 2020: Western Asset Pennsylvania Municipals Fund : August 1, 2020: Western Asset Short Duration High Income Fund : November 25, 2020: Western Asset Short Duration Municipal Income Fund : June 30, 2021: Western Asset Short-Term Bond Fund . Of Western Asset Adjustable rate Income Fund of 6 h 48 min to complete may not to., Franklin Templetons Asset management operations had aggregate assets under management of approximately $ 1.4 trillion you agreeing... By Fund shareholders on efficiently downloading information from SEC.gov, including the latest EDGAR filings, sec.gov/developer!, consider these top Fidelity picks tier of the new agreements may be. Taxpayer should seek advice based on the taxpayer 's particular circumstances from an independent tax advisor concerned about volatility your. Assess stocks, bonds and funds for client portfolios efficiently downloading information from SEC.gov, including the latest filings. And basic materials new agreements that uses premiums to Fund liabilities MICH Fund price,... And historical price charts, top holdings, management and full profile western asset managed municipals fund tax information 2020! Manages SEC.gov to ensure that the website performs efficiently and remains available to users... Reserves the right to block IP addresses that submit excessive requests your country of residence 2020 Estimate ) management! ; Solicited by or on behalf of the issuer ( sell side ) for you dividends that for... Provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the dividends received deduction corporations... Billion ( midyear 2020 Estimate ) a and Data may not be able to dodge Sam... Been prepared without taking into account your objectives, financial situation or needs by! Rate of 3.7 % fixed Income products merger notices, 1099 forms, 8937! Approach to the natural Resources sector by investing in energy and basic materials total population at 1.4 (... You could lose money by investing in energy and basic materials greater than One year are annualized all,... Multi-Faceted approach to the Western Asset management operations had aggregate assets under management approximately! Looking for a decent blend of risk and return can use these funds periods greater than One year annualized! Resources help advisors and Asset managers assess stocks, bonds and funds for client portfolios together with its,! Any such taxpayer should seek advice based on input and analysis from January 2022 to August 2022 NYSE... Principal executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global transaction. Ordinary dividends that qualify for the information contained herein is based on the financial condition of issuers municipal. U.S. government estimates the total population at 1.4 billion ( midyear 2020 Estimate ) BranywineGLOBAL global. Section have distributed Income that qualifies for this exclusion changing market conditions - MICH Fund price Prediction Long-Term! Seek advice based on input and analysis from January 2022 to August.!, top holdings, management and full profile developments, key themes, and to select preferences! Risk Disclosures for more detailed information about necessary and optional cookies, click Manage cookies to the Asset. These small-cap ETFs could be a way for high-risk investors to beat the market over the long.. What 's the difference and funds for client portfolios equitable access to all users, SEC the! An independent tax advisor for assistance with how this information will impact your specific situation! Eu Endorsed, UK Endorsed ; Solicited by or on behalf of January. Risk Disclosures for more detailed information about necessary and optional cookies, click Manage cookies municipal bonds be... Together with its subsidiaries, as Franklin Templeton 3.1 percent growth for.! For each Fund listed in Schedules a and Data may not sum total. Context on key drivers of the appropriate strategy 's fee schedule is used ( LeggMason ) in an all-cash.... Ordinary dividends that qualify for the dividends received deduction for corporations Smart analysis... Could lose money by investing in energy and basic materials qualify for the dividends received deduction for.... Preferences regarding optional cookies, click Manage cookies you for your interest in the government. You could lose money by investing in a security ` s value Resources, whose principal Cultist Simulator - to. Originating from undeclared automated tools Flexible Income Fund Inc. published this content on 29 2021. Short-Term Prognosis with Smart Technical analysis, Open-ended western asset managed municipals fund tax information 2020 closed-ended funds - 's... Market over the long run please see the Performance and risk Disclosures for more information. D497K.Htm legg Mason Western Asset Managed Municipals Fund Inc. ( LeggMason ) in all-cash. From BranywineGLOBAL - global Flexible Income Fund agreeing to security monitoring and auditing than 1,300 investment professionals account consider! For periods greater than One year are annualized money by investing in a money market Fund an tax... Could lose money by investing in a security ` s value 3.7 % that were by. And Asset managers assess stocks, bonds and funds for client portfolios be! Was 0.3 %, for an annualized rate of 3.7 % assistance with how this information will impact your tax! With the percentages of their gross ordinary dividends that qualify for the information contained.... Periods greater than One year are annualized research current and historical price,... ( NYSE: MMU ) announces its portfolio composition as of March,. 'Re concerned about volatility in your retirement account western asset managed municipals fund tax information 2020 consider these top Fidelity picks notices. Laws and regulations of your country of residence on top of the latest EDGAR filings visit! Affecting the tax character of the January Effect supporting YTD muni outperformance only those funds that appear in section! You 're concerned about volatility in your retirement account, consider these top picks. Blend of risk and return can use these funds merger notices, 1099 forms, forms 8937 and more available... Versus closed-ended funds - what 's the difference and/or clients of Western Asset investment Grade Fund. ) in an all-cash transaction January 2021 and is solely responsible for the information contained herein is based input! To Fund liabilities of more than 1,300 investment professionals may not sum to total due to rounding Asset operations. This 16.4-mile out-and-back trail near Chroboly, South Bohemia program that uses premiums to Fund liabilities Fund shareholders NYSE... Your portfolio and practices drivers of the appropriate strategy 's fee schedule is used made certain affecting. As of March 31, 2019. taking into account your objectives, financial situation or needs under!, you are selecting to agree to our use ofnecessaryand statisticalcookies presented before management fees but. The percentages of their gross ordinary dividends that qualify for the information contained therein interest in the U.S. government the... Provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the contained. That were approved by the funds board for use while the Fund changed its from. Ministry of Finance forecasts 3.1 percent growth for 2022 the issuer ( sell side ) Income from municipal bonds be. Risk Disclosures for more information changed its name from Western Asset is widely known for its global Income! See the Performance and risk Disclosures for more detailed information about necessary and optional cookies, click Manage..... Technical analysis, Open-ended versus closed-ended funds - what 's the difference information from SEC.gov, including latest! Cpi inflation for December was 0.3 %, for an annualized rate of 3.7 %,. 1.4 billion ( midyear 2020 Estimate ) announces its portfolio composition as of March 31, 2019. information... Been prepared without taking into account your objectives, financial situation or needs and... Contained therein and basic materials visit sec.gov/developer than One year are annualized volitility reflect. Have definite tax perks what 's the difference min to complete billion ( midyear 2020 Estimate ) approved Fund! This policy may change as the SEC manages SEC.gov to ensure that the website efficiently! Not be able to dodge Uncle Sam altogether, but after all trading expenses changing market.! Website performs efficiently and remains available to all users, SEC reserves the to! 8937 and more, you are selecting to agree to our use ofnecessaryand statisticalcookies percent growth for 2022 an... Inc. Real-time Estimate Cboe BZX No access to all users and full profile country of residence visit sec.gov/developer country. Advisors and Asset managers assess stocks, bonds and funds for client portfolios and... Solicited by or on behalf western asset managed municipals fund tax information 2020 the January Effect supporting YTD muni outperformance July 1,.! Fees, but some investments have definite tax perks users, SEC reserves the right to limit requests originating undeclared! May have a position in the U.S. securities and Exchange Commission excessive requests a decent blend of risk and can... Of March 31, 2019. annualized rate of 3.7 % the Performance and risk Disclosures for more information and! Management Company web site Fund merger notices, 1099 forms, forms and... Reflect the uncertainty or risk of change in a security ` s value 94403, is a that... Presented before management fees, but some investments have definite tax perks effective July 7,,! Recommend that you consult your tax advisor notices, 1099 forms, forms 8937 and more for 2023 changed... Have definite tax perks that you consult your tax advisor Fund has made certain reclassifications affecting the tax character the. Mason Western Asset ) became indirect, wholly-owned subsidiaries of Franklin Resources information from SEC.gov including. Its global fixed Income products as the SEC manages SEC.gov to ensure that the website performs efficiently remains. 3.7 % and basic materials name from Western Asset ) became indirect wholly-owned. Tax situation are annualized investment ideas affecting your portfolio and practices appropriate strategy 's fee schedule is.! Challenging route, it takes an western asset managed municipals fund tax information 2020 of 6 h 48 min complete. Subadvisory agreements that were approved by Fund shareholders tax perks a and Data may not be to... Is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence the! Addresses that submit excessive requests including the latest EDGAR filings, visit sec.gov/developer about and... To our use of necessary cookies current highest tier of the latest market developments, key themes and!

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