A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation. Gross-of-fees returns are presented before management fees, but after all trading expenses. 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. new management and subadvisory agreements that were approved by fund shareholders. 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. 2020. Employees and/or clients of Western Asset may have a position in the securities mentioned. Sector allocation includes look-through to any underlying commingled vehicles if held. Rating Action Commentary / Thu 05 Dec, 2019. 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 . of Tax Exempt. 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. Note: Separate multiple email addresses with a comma or semicolon. Gross-of-fees returns are presented before management fees, but after all trading expenses. 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). Western Asset Managed Municipals Fund pays monthly dividends to shareholders. Read More. A money market fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if a fund's liquidity falls below required minimums because of market conditions or other factors. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. You may not be able to dodge Uncle Sam altogether, but some investments have definite tax perks. Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. Under the Franklin Resources, whose principal executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global 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. 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. Headline Consumer Price Index (CPI) inflation came in at -0.1% in December, for an annualized rate of -0.9%. It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. 1001 and 1030). We have over 70 years of experience in identifying opportunities and delivering investment solutions to clients. (IMF) and World Bank. California Do Not Sell My Personal Information Request. By clicking Allow below, you are selecting to agree to our use ofnecessaryand statisticalcookies. Discover this 16.4-mile out-and-back trail near Chroboly, South Bohemia. turned 75 years old this year, long past a reasonable retirement age. Announces Distributions for the Months .. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. 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 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 Exempt interest income - Multi-state funds, Exempt interest income Single state funds, Dividends Received Deduction for Corporations, Please see back cover for important disclosures. WA Managed Municipals Fund Inc. (MMU) WA Municipal High Income Fund Inc. (MHF) WA Municipal Partners Fund Inc. (MNP) Global. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Impact investing, DEI and biodiversity are driving ESG trends as regulatory oversight improves. Effective July 7, 2020, the Fund changed its name from BranywineGLOBAL - Global Flexible Income Fund. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. 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. Before choosing an investment firm, think about your goals and investment style. 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. Western Asset Investment Grade Income Fund Inc. Real-time Estimate Cboe BZX AgriInsurance is a program that uses premiums to fund liabilities. WESTERN ASSET FUNDS, INC. 2020 Year End Distributions. Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. 2022/2023. For each Fund listed in Schedules A and -. These investments are great for health savings accounts. 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. 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. Environmental, social and governance investing is growing, with a particular focus on the environment. It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. The funds Security : Rate : Maturity Date : Face. Western Asset Management Company Pte. Mutual Fund Tax Information . All rights reserved. The list below provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the dividends received deduction for corporations. 2020 Special Distributions. 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, 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. 2021 Special Distributions. 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. Dentons > Chengdu, China > Firm Profile. The Fund has made certain reclassifications affecting the tax character of the distributions paid. Although certain money market funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so. Almost all of these closed-end funds offer high yields. LEGG MASON PARTNERS PREMIUM MONEY MARKET TRUST, TO THE SUMMARY PROSPECTUSES, PROSPECTUSES, AND, STATEMENTS OF ADDITIONAL 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 Only those Funds that appear in this section have distributed income that qualifies for this deduction. Government.*. 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. Entrance to the Western Asset Management Company web site. To compute your amount of foreign source qualified dividends, multiply the Percentage of Income from Foreign Source Dividends by the distribution received on the indicated date. The percentages of income earned by the funds from each state or U.S. Dynamic US Large Cap Value Fund : February 1, 2020: BrandywineGLOBAL - Global Flexible Income Fund : April 29, 2019 . 497K 1 d852532d497k.htm WESTERN ASSET MANAGED MUNICIPALS FUND LEGG MASON ETF INVESTMENT TRUST . The core of the NISPAcee activities is to promote the development of public administration disciplines . Investors looking for a decent blend of risk and return can use these funds. This trail is great for road biking and bike touring, and it's unlikely you'll encounter many other people . We look forward to serving your investing needs. The bulk of core inflation came from shelter, with both renters' and homeowners' costs rising at slightly less than a 10% annualized rate. 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 In our winter edition of Perspectives, we explore the structural developments that we believe will spark profound change. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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. 1 Ltd. Co. Reg. 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%. Please see the fund prospectus for risk details. 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. No users of this position paper should act or refrain from acting on the basis of any content included, without seeking . Data may not sum to total due to rounding. 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, Bloomberg Barclays 1-15 Yr Blend (1-17) USD Unhedged Index, Separate Accounts and Commingled Vehicles, For more information, contact your Client Service Executive. 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. (LMPFA), and Western Asset Management Company, LLC (Western Asset) became subsidiaries of Franklin Resources. investment management organization operating, together with its subsidiaries, as Franklin Templeton. 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 Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. The Percentage of Income from Federal Obligations 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. Municipals posted strong returns during the first week of the year, as high-grade municipal yields declined 11-18 bps across the curve, trailing Treasuries lower. If you're concerned about volatility in your retirement account, consider these top Fidelity picks. We also set optional cookies to help improve the performance of our site. Core CPI inflation for December was 0.3%, for an annualized rate of 3.7%. 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. Western Asset Intermediate-Term Municipals Fund Class A No Transaction Fee 1 Fidelity Fund Pick 2 Buy Sell 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 Interm *Data provided by Morningstar Overall Rating Has a 20 % limit on purchasing bonds rated BB and below Fund changed its from! 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