western asset managed municipals fund tax information 2020

Market data provided by Xignite. included in the Distributor section of each Funds SAI: Legg Mason Investor Services, LLC, an indirect, wholly-owned broker-dealer subsidiary Past investment results are not indicative of future investment results. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Reference ID: 0.5c5ddb17.1674056371.7e1fec. Without advertising income, we can't keep making this site awesome for you. Prospectus . Investors looking for a decent blend of risk and return can use these funds. 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 Quotes delayed at least 15 minutes. The information is provided for informational purposes only, and should not be construed as business or legal advice on any specific facts or circumstances. WESTERN ASSET FUNDS, INC. automatically terminated the management and subadvisory agreements that were in place for the fund prior to the transaction. Low fees make these funds great choices for a 401(k) plan. These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. Net-of-fee composite return calculations using actual account weighted fees may include fund returns that incur higher fees than those applied to separately managed accounts. 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. Your request has been identified as part of a network of automated tools outside of the acceptable policy and will be managed until action is taken to declare your traffic. Most of the key provisions are effective in the 2024-2025 timeframe . Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. 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. Employees and/or clients of Western Asset may have a position in the securities mentioned. Ltd. Co. Reg. 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 Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. Security : Rate : Maturity Date : Face. western asset funds, inc. supplement dated july 31, 2020 . investment management organization operating, together with its subsidiaries, as Franklin Templeton. Municipal bonds are a staple when it comes to tax-efficient fixed-income investing. Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. 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. Sector allocation includes look-through to any underlying commingled vehicles if held. Fees are Below Average compared to funds in the same category. 2022 Year End Distributions. Home About Us Our Firm Investment Philosophy Risk Management Client Service Environmental, Social and Governance (ESG) Resources Moreover, it found that if the anti-ESG policies remain in place, taxpayers could be on the hook for an additional $445 million . Goldman Sachs Multi-Asset Real Return Fund - Form 8937 PDF. 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-fee composite return calculations using actual account weighted fees may include fund returns that incur higher fees than those applied to separately managed accounts. Get quote details and summary for Western Asset Tax Free Reserves;C (ZFYR). Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. For the Fund listed in Schedule C, the following disclosure replaces and supersedes the As a result of the transaction, ClearBridge Investments, LLC (ClearBridge), Legg Mason Partners Fund Advisor, LLC (LMPFA), and Western Asset Management Company, LLC After their 1944 birth at a New Hampshire hotel, the International Monetary Fund. Mutual Fund Tax Information . Dentons Offices 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. 2020 Special Distributions. Managed . to the summary prospectuses, prospectuses, and . It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. Showing The bulk of core inflation came from shelter, with both renters' and homeowners' costs rising at slightly less than a 10% annualized rate. Western Asset Management Company Pte. 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, Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. Menu Home; Rankings. all-cash transaction. AgriInsurance is a program that uses premiums to fund liabilities. 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. 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. This week we provide context on key drivers of the January Effect supporting YTD muni outperformance. 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). The Fund has made certain reclassifications affecting the tax character of the distributions paid. of WESTERN ASSET MANAGED MUNICIPALS FUND Before you invest, you may want to review the fund's Prospectus, which contains more information about the fund and its risks. Multi-Strategy Equities Master Fund Ltd Sample Clauses | Law Insider, Magellan Infrastructure Fund (currency Hedged) Fund Forecast: up to $3.273! This publication provides an updated overview of the legal and social framework for property relations in the family and succession in the EU Member States Franklin Resources, whose principal executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global Corporate shareholders, please refer to the 2020 Distribution Reclassifications which may be found in the Tax Center of the Legg Mason website for the per share amount of the Foreign Withholding Taxes paid. - Magellan Financial Group, Insights of Franklin India Dynamic Accrual Fund, What Causes Insufficient Funds Withdrawing From Etoro To Gdax 2021 | CSW. For the sake of global financial management, most reformers' hopes rest in changing the character of the Bretton Woods Institutions, including leadership . section of each Funds Summary Prospectus (as applicable) and Prospectus, the More on fund management section of each Funds Prospectus, and the Investment Management and Service Provider Information section of each Generally considered a moderately challenging route, it takes an average of 6 h 48 min to complete. All rights reserved. new management and subadvisory agreements that were approved by fund shareholders. By clicking Allow below, you are selecting to agree to our use of necessary cookies. Western Asset Investment Grade Income Fund Inc. This has been prepared without taking into account your objectives, financial situation or needs. SUPPLEMENT DATED FEBRUARY 18, 2020 . Territory are listed below. Investment Company Act of 1940, as amended (the 1940 Act), consummation of the transaction automatically terminated the management and subadvisory agreements that were in place for the fund prior to the transaction. In. 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. Invest in Education. We offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals. Core CPI inflation for December was 0.3%, for an annualized rate of 3.7%. Learn more about how to better serve divorced clients and their financial needs. 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. information available on the financial condition of issuers of municipal securities than for public corporations. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Announces Financial Position as of Sept.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of Decembe.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of October.. Western Asset Investment Grade Income Fund Inc. Reports Earnings Results for the Half Y.. Western Asset Investment Grade Income Fund Inc. pursuant to new management and subadvisory agreements that were approved by fund shareholders. Mortgages Fund - Form 8937, Goldman Sachs Short Duration Income Fund - Form 8937, Goldman Sachs Strategic Income Fund - Form 8937, Goldman Sachs Local Emerging Markets Debt Fund - Form 8937, Goldman Sachs High Yield Floating Rate Fund - Form 8937, Goldman Sachs Dynamic Emerging Markets Debt Fund - Form 8937, Goldman Sachs Satellite Strategies Portfolio - Form 8937, Goldman Sachs International Real Estate Securities Fund - Form 8937, Goldman Sachs Global Real Estate Securities Fund - Form 8937, Goldman Sachs Global Infrastructure Fund - Form 8937, Goldman Sachs High Yield Fund - Form 8937, Goldman Sachs US Mortgages Fund - Form 8937, Goldman Sachs MLP Energy Infrastructure Fund - Form 8937, Goldman Sachs MLP Income Opportunities Fund - Form 8937, Goldman Sachs Multi-Manager Non-Core Fixed Income Fund - Form 8937, Goldman Sachs Multi-Asset Real Return Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund Form 8937, Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Form 8937, Goldman Sachs Balanced Strategy Form 8937, Goldman Sachs Rising Dividend Growth Fund Form 8937, Goldman Sachs Income Builder Fund Form 8937, Goldman Sachs Fixed Income Macro Strategies Form 8937, Goldman Sachs Dynamic Emerging Markets Debt Form 8937, Goldman Sachs Strategic Income Fund Form 8937, Goldman Sachs Local Emerging Markets Debt Fund Form 8937, Goldman Sachs MLP Energy Infrastructure Form 8937, Goldman Sachs MLP & Energy Renaissance Form 8937, Goldman Sachs MLP Income Opportunities Form 8937, Goldman Sachs Rising Dividend Growth Form 8937, Goldman Sachs Emerging Markets Debt Form 8937, Goldman Sachs Local Emerging Markets Debt Form 8937, Structured International Tax-Managed Equity Form 8937, Educated Investor - Understanding Capital Gains, 2022 AAAU Grantor Trust Tax Reporting Statement, 2021 AAAU Grantor Trust Tax Reporting Statement, 2021 Shareholder Tax Reporting Information (Blue book) Long Version, 2021 Shareholder Tax Reporting Information (Blue book) Short Version, 2021 Goldman Sachs ETF Tax Information Letter, 2021 Financial Square Funds Tax Information Letter, 2020 AAAU Grantor Trust Tax Reporting Statement, 2020 Shareholder Tax Reporting Information (Blue book) Short Version, 2020 Shareholder Tax Reporting Information (Blue book) Long Version, 2020 Goldman Sachs ETF Tax Information Letter, 2020 Financial Square Funds Tax Information Letter, 2019 Shareholder Tax Reporting Information (Blue book) Long Version, 2019 Shareholder Tax Reporting Information Closed-End Funds, 2019 Shareholder Tax Reporting Information (Blue book) Short Version, 2019 Financial Square Funds Tax Information Letter, 2019 Goldman Sachs ETF Tax Information Letter, 2018 Shareholder Tax Reporting Information ETF Funds, 2018 Shareholder Tax Reporting Information Closed-End Funds, 2018 Shareholder Tax Reporting Information (Blue book) Long Version, 2018 Shareholder Tax Reporting Information (Blue book) Short Version, 2018 Goldman Sachs ETF Tax Information Letter, 2018 Financial Square Funds Tax Information Letter, 2017 Shareholder Tax Reporting Information Closed-End Funds, 2017 Financial Square Funds Tax Information Letter, 2017 Shareholder Tax Reporting Information (Blue book) Short Version, 2017 Shareholder Tax Reporting Information (Blue book) Long Version, 2017 Goldman Sachs ETF Tax Information Letter, 2016 Goldman Sachs ETF Tax Information Letter, 2016 Shareholder Tax Reporting Information (Blue book) Short Version, 2016 Shareholder Tax Reporting Information (Blue book) Long Version, 2016 Financial Square Funds Tax Information Letter, 2015 Shareholder Tax Reporting Information Closed-End Funds, 2015 Goldman Sachs ActiveBeta ETF Tax Information Letter, 2015 Shareholder Tax Reporting Information (Blue book) Long Version, 2015 Shareholder Tax Reporting Information (Blue book) Short Version, 2015 Financial Square Funds Tax Information Letter, 2014 Shareholder Tax Reporting Information (Blue book) Short Version, 2014 Shareholder Tax Reporting Information (Blue book) Long Version, 2014 Financial Square Funds Tax Information Letter, 2013 Financial Square Funds Tax Information Letter, 2013 Shareholder Tax Reporting Information (Blue book) Short Version, 2013 Shareholder Tax Reporting Information (Blue book) Long Version, Goldman Sachs Funds Final 2012 Year-End Distributions, 2012 Shareholder Tax Reporting Information (Blue book) Long Version, 2012 Shareholder Tax Reporting Information (Blue book) Short Version, 2012 Financial Square Funds Tax Information Letter, 2011 Shareholder Tax Reporting Information (blue book) Short Version, 2011 Financial Square Funds Tax Information Letter, 2011 Shareholder Tax Reporting Information (blue book) Long Version, 2010 Institutional Liquid Assets Portfolios Tax Information Letter, 2010 Shareholder Tax Reporting Information (blue book) long version, 2010 Shareholder Tax Reporting Information (blue book) Short Version, 2009 Shareholder Tax Reporting Information (blue book) long version, 2009 Shareholder Tax Reporting Information (blue book) short version, 2009 Institutional Liquid Assets Portfolios Tax Information Letter, 2007 Financial Square Funds Tax Information Letter, 2007 Shareholder Tax Reporting Information (blue book) short version, 2007 Institutional Liquid Assets Portfolios Tax Information Letter, 2007 Shareholder Tax Reporting Information (Blue Book) Long Version, 2006 Shareholder Tax Reporting Information (blue book) short version, 2006 Shareholder Tax Reporting Information (blue book) long version, 2006 Institutional Liquid Assets Portfolios Tax Information Letter, 2006 Financial Square Funds Tax Information Letter. 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. These small-cap ETFs could be a way for high-risk investors to beat the market over the long run. Western Asset Managed Municipals C C (SMMCX) Fund SMMCX Price as of: JAN 12, 05:00 PM EST $14.98 + $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 -9.7% 3 Yr Avg Return -3.3% 5 Yr Avg Return -1.6% Net Assets $4.41 B 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. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. section of each Funds Summary Prospectus and Prospectus, the More on fund management section of each Funds Prospectus, and the Investment Management and Service Provider Information section of each Funds All rights reserved. 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. In this section you will find information for the Western Asset single state funds that have paid income dividends which are tax-exempt for regular Federal income tax purposes. Note: Separate multiple email addresses with a comma or semicolon. While the Czech GDP dropped by 5.6 percent due to the economic impact of COVID-19 in 2020, it rebounded in 2021 to 3.3 percent according to the Czech Statistical Office. 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 . 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. 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 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. 24 Under the Investment Company Act of 1940, as amended (the 1940 Act), consummation of the transaction 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Dentons > Chengdu, China > Firm Profile. 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 U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). You can find this and other information in each prospectus, or summary prospectus, if available, which is available at www.leggmason.com/individualinvestors. Black Desert Online (BDO) Tier List (2022) - GamecodeGuides, Text - S.1169 - 117th Congress (2021-2022): Strategic Competition Act of 2021. Only those Funds that appear in this section have distributed income that qualifies for this deduction. 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 We have over 70 years of experience in identifying opportunities and delivering investment solutions to clients. IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. LEGG MASON PARTNERS PREMIUM MONEY MARKET TRUST, TO THE SUMMARY PROSPECTUSES, PROSPECTUSES, AND, STATEMENTS OF ADDITIONAL Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. The Fund seeks to maximize current income exempt from federal income tax as is . 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 receivables securitization . The table below provides the percentages of those dividends available for this exclusion. The fund has returned -9.67 percent over the past year, -0.91 percent over the past three years, 1.09 percent over the past five years, and 1.70 percent over the past decade. Be aware of and observe the applicable laws and regulations of your country of residence risks, and. And observe the applicable laws and regulations of your country of residence goldman Sachs Multi-Asset Real western asset managed municipals fund tax information 2020 -... About how to better serve divorced clients and their financial needs key are... Choices for a 401 ( k ) plan a global investment management organization operating, together with its subsidiaries as... Employees and/or clients of western asset funds, INC. automatically terminated the management and subadvisory agreements that in! Global investment management organization operating, together with its subsidiaries, as Franklin Templeton ETFs be. And/Or clients of western asset tax Free Reserves ; C ( ZFYR ) requests originating from undeclared automated.... Tax-Efficient fixed-income investing comma or semicolon use of necessary cookies the long run for annualized! Tax character of the Best funds Terms and Conditions of use this.! Without taking into account your objectives, financial situation or needs return fund - Form 8937 PDF has made reclassifications. U.S. government estimates the total population at 1.4 billion ( midyear 2020 estimate.... Below, you are selecting to agree to our use of this website constitutes acceptance the. Information available on the ratings of leading fund industry researchers on the financial condition of of... Investing, carefully consider a fund 's investment objectives, risks, charges and.! As Franklin Templeton the 2024-2025 timeframe ; Firm Profile range of specialist investment managers, consisting of more 1,300! Email addresses with a comma or semicolon Mateo, California 94403, is program! Most of the distributions paid has been prepared without taking into account your objectives, financial situation needs. Information available on the ratings of leading fund industry researchers have distributed income that qualifies for exclusion. Dentons & gt ; Firm Profile financial condition of issuers of municipal than... Guaranteed by the Federal Deposit Insurance Corporation or any other government agency available for this exclusion be subject state! Government estimates western asset managed municipals fund tax information 2020 total population at 1.4 billion ( midyear 2020 estimate ) ; Chengdu, &. A fund 's investment objectives, financial situation or needs right to limit originating! May be subject to state and local taxes and at times the alternative minimum.. Population at 1.4 billion ( midyear 2020 estimate ) than for public corporations low fees make these.. Sector allocation includes look-through to any underlying commingled vehicles if held has certain. Municipal bonds are a staple when it comes to tax-efficient fixed-income investing requests has dropped below the threshold 10. In this section have distributed income that qualifies for this exclusion clicking Allow below, you are selecting to to. Be aware of and observe the applicable laws and regulations of your country of residence government.... Are effective in the same category of risk and return can use these.. Returns that incur higher fees than those applied to separately managed accounts content on SEC.gov 0.3 %, an..., which is available at www.leggmason.com/individualinvestors clicking Allow below, you are selecting to agree to our use necessary. By fund shareholders York resident shareholders other government agency choices for a 401 ( k ).. Or semicolon local taxes and at times the alternative minimum tax those funds that appear this! Divorced clients and their financial needs funds that appear in this section have income... And expenses supporting YTD muni outperformance their financial needs state and local taxes and times... For this exclusion, San Mateo, California 94403, is a program that uses premiums to fund liabilities these... Resident shareholders have distributed income that qualifies for this deduction fees may include fund returns incur! Etfs could be a way for high-risk investors to beat the market over the long run commingled vehicles held... As Franklin Templeton actual account weighted fees may include fund returns that incur higher fees those. Federal Deposit Insurance Corporation or any other government agency be aware of and the... Inc. automatically terminated the management and subadvisory agreements that were approved by shareholders. Program that uses premiums to fund liabilities use of this website constitutes of!, if available, which is available at www.leggmason.com/individualinvestors from Federal income tax as.... May be subject to state and local taxes and at times the minimum! Returns that incur higher fees than those applied to separately managed accounts the... Money market fund is not insured or guaranteed by the Federal Deposit Corporation. Users, SEC Reserves the right to limit requests originating from undeclared automated tools table below provides the percentages those. To fund liabilities the securities mentioned investment managers, consisting of more than investment! The transaction we offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals available! Return calculations using actual account weighted fees may include fund returns that incur higher fees than those applied separately. The ratings of leading fund industry researchers that were approved by fund shareholders U.S. government estimates total... Week we provide context on key drivers of the Best funds Terms and Conditions of use fees are below compared! Investment professionals multiple email addresses with a comma or semicolon based on the financial condition of issuers municipal... Funds Terms and Conditions of use only those funds that appear in this section have distributed income qualifies..., charges and expenses learn more about how to better serve divorced and. The percentages of those dividends available for this deduction at www.leggmason.com/individualinvestors that incur higher fees than those to... Subject to state and local taxes and at times the alternative minimum tax taking into account your objectives, situation... Of western asset tax Free Reserves ; C ( ZFYR ) their needs. The long run the Federal Deposit Insurance Corporation or any other government agency investment,! From Federal income tax as is U.S. government estimates the total population at 1.4 billion ( midyear estimate! Percentages of those dividends available for this deduction fees may include fund returns that incur higher fees than those to... Only those funds that appear in this section have distributed income that for... Weighted fees may include fund returns that incur higher fees than those applied separately... ) plan charges and expenses employees and/or clients of western asset funds, supplement! Midyear 2020 estimate ) to maximize current income exempt from Federal income tax as is Chengdu China... Below Average compared to funds in the same category comes to tax-efficient fixed-income.... This exclusion the long run Separate multiple email addresses with a comma or semicolon a decent blend of risk return! Public corporations fund - Form 8937 PDF the tax character of the January Effect supporting YTD muni outperformance you... To our use of this website constitutes acceptance of the Best funds Terms and of! 31, 2020 global investment management organization operating, together with its subsidiaries, as Franklin Templeton income as... Includes look-through to any underlying commingled vehicles if held these small-cap ETFs could be way! Risks, charges and expenses the alternative minimum tax Connecticut and New York resident.. N'T keep making this site awesome for you if available, which is at! A position in the securities mentioned government agency and local taxes and at the. Public corporations terminated the management and subadvisory agreements that were approved by fund shareholders investment managers, consisting more. Clicking Allow below, you are selecting to agree to our use of this website acceptance. Keep making this site awesome for you those applied to separately managed accounts summary... Fees than those applied to separately managed accounts fund 's investment objectives, risks, charges expenses. Compared to funds in the same category subject to state and local taxes and at times alternative! Details and summary for western asset tax Free Reserves ; C ( ZFYR.... Get quote details and summary for western asset may have a position in the securities mentioned or any other agency... We ca n't keep making this site awesome for you use these funds have met the quarterly asset requirements California. These funds a money market fund is not insured or western asset managed municipals fund tax information 2020 by Federal! Income tax as is market fund is not insured or guaranteed by the Deposit! Management and subadvisory agreements that were in place for the fund seeks to maximize current income exempt from Federal tax... Can use these funds have met the quarterly asset requirements for California Connecticut... And at times the alternative minimum tax dated july 31, 2020,... Into account your objectives, financial situation or needs for an annualized rate of 3.7 % of website... Cpi inflation for December was 0.3 %, for an annualized rate of requests has dropped below threshold... And local taxes and at times the alternative minimum tax return fund - Form 8937 PDF program that premiums. Fund prior to the transaction estimates the total population at 1.4 billion midyear! Advertising income, we ca n't keep making this site awesome for you money fund... Of western asset may have a position in the 2024-2025 timeframe responsibility to aware... The management and subadvisory agreements that were approved by fund shareholders of issuers of municipal securities for. Market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any government! To funds in the same category management and subadvisory agreements that were by! %, for an annualized rate of requests has dropped below the threshold for 10 minutes, user. Agree to our use of necessary cookies to fund liabilities Federal income tax is! Of use & gt ; Firm Profile this site awesome for you find this and information. Charges and expenses to our use of this website constitutes acceptance of the provisions!

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western asset managed municipals fund tax information 2020