Fees are Below Average compared to funds in the same category. Please refer to the instructions for Form 1116 or 1118 and consult your tax advisor for further assistance. Fund data provided by Xignite and Morningstar. Prospectus . The information contained herein is based on input and analysis from January 2022 to August 2022. Security : Rate : Maturity Date : Face. 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. This has been prepared without taking into account your objectives, financial situation or needs. The U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). Summary . 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. Read More. Impact investing, DEI and biodiversity are driving ESG trends as regulatory oversight improves. 1 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. AgriInsurance is a program that uses premiums to fund liabilities. Germany Switzerland Spain Poland Netherlands Greece France Ireland Italy Belgium Austria 2020. This trail is great for road biking and bike touring, and it's unlikely you'll encounter many other people . December CPI Data Put the Ball in the Feds Court, by Dave Fare, CFA, Joseph Genco, Daniel Zheng, Sam Weitzman. United States Canada UK Hong Kong Japan Australia New Zealand. For Financial Advisors, from U.S.News: Get the Advisor's Guide to Working with Divorced Clients. Entrance to the Western Asset Management Company web site. 12732 A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. Cultist Simulator - Guide to Apostle Victories. 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 Get quote details and summary for Western Asset Tax Free Reserves;C (ZFYR). Showing 1. We use two kinds of cookies to improve your experience on the website. The percentages of income earned by the funds from each state or U.S. 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. (LMPFA), and Western Asset Management Company, LLC (Western Asset) became subsidiaries of Franklin Resources. An advisor-sold, tax-advantaged education savings plan designed to help financial professionals clients invest in their future education goals. The Fund seeks to maximize current income exempt from federal income tax as is . Reference ID: 0.5c5ddb17.1674056371.7e1fec. By clicking Allow below, you are selecting to agree to our use of necessary cookies. . new management and subadvisory agreements that were approved by fund shareholders. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Past investment results are not indicative of future investment results. You may not be able to dodge Uncle Sam altogether, but some investments have definite tax perks. For each Fund listed in Schedule B, the following disclosure replaces and supersedes the corresponding information included in the Management In. Effective July 7, 2020, the Fund changed its name from BranywineGLOBAL - Global Flexible Income Fund. All rights reserved. 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 Data may not sum to total due to rounding. 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. automatically terminated the management and subadvisory agreements that were in place for the fund prior to the transaction. Rules and Taxes. 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. Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Multi-Strategy Equities Master Fund Ltd Sample Clauses | Law Insider, Magellan Infrastructure Fund (currency Hedged) Fund Forecast: up to $3.273! 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. Returns for periods greater than one year are annualized. transaction described above, Franklin Templetons asset management operations had aggregate assets under management of approximately $1.4 trillion. All investments involve risk, including possible loss of principal. 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. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. This information may be useful to you, as an investor, in the preparation of your 2020 Federal and state income tax returns. Please see the Performance and Risk Disclosures for more information. Raymond James Financial Services Advisors Inc. cut its holdings in Western Asset Municipal Partners Fund Inc. (NYSE:MNP - Get Rating) by 13.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.The institutional investor owned 174,768 shares of the financial services provider's stock after selling 26,916 shares during the . We have deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies. When is Western Asset Managed Municipals Fund's next dividend payment? Invest in Education. 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. 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. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. 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. 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 Effective February 1, 2020, the Fund changed its name from RARE Global Infrastructure Income Fund. Data may not sum to total due to rounding. 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, As a result of the transaction, ClearBridge Investments, LLC (ClearBridge), Legg Mason Partners Fund Advisor, LLC (LMPFA), and Western Asset Management Company, LLC Please declare your traffic by updating your user agent to include company specific information. Western Asset Investment Grade Income Fund Inc. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to But, let's see if the Fed is paying attention. pursuant to new management and subadvisory agreements that were approved by fund shareholders. Western Asset Managed Municipals Fund pays monthly dividends to shareholders. 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. Distributed by Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC. Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. This week we provide a muni market outlook for 2023. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. Contact U.S. News Best Funds. 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. Fidelity's low-cost mutual funds are excellent core holdings for beginner investors. Exempt interest income - Multi-state funds 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. 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. Gross-of-fees returns are presented before management fees, but after all trading expenses. investment management organization operating, together with its subsidiaries, as Franklin Templeton. The Fund has made certain reclassifications affecting the tax character of the distributions paid. 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. Returns for periods greater than one year are annualized. WESTERN ASSET FUNDS, INC. 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 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. The fund invests in companies involved in the exploration, production and processing of petroleum, natural gas, coal, alternative energies, chemicals, mining, iron and steel, and paper and forest products, and can invest in any part of the world. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. BrandywineGLOBAL - Global Income Opportunities Fund Inc. (BWG), BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged), BrandywineGLOBAL - Global Unconstrained Bond Fund, Western Asset Global Corporate Defined Opportunity Fund Inc. (GDO), Western Asset Global High Income Fund Inc. (EHI) (b), Western Asset Inflation Indexed Plus Bond Fund **, Western Asset Inflation-Linked Income Fund (WIA) **, Western Asset Inflation-Linked Opportunities & Income Fund (WIW) **, 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 Premium U.S. Treasury Reserves **, Western Asset SMASh Series Core Completion Fund, Western Asset SMASh Series Core Plus Completion Fund (c), Western Asset Ultra-Short Income Fund (d). 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. 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. As of June30, 2020, after giving effect to the transaction described above, Franklin Templetons asset management operations had Franklin Resources, whose principal For each Fund listed in Schedules A, B, and C, the following disclosure replaces and supersedes the corresponding information The Fund has made certain reclassifications affecting the tax character of the distributions paid. (Western Asset) became indirect, wholly-owned subsidiaries of Franklin Resources. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. See Footnotes after Section 5. Western Asset Management Company Pte. Amount : Value : Illinois . 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. Territory are listed below. of By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. Under the 497K 1 d497k.htm LEGG MASON WESTERN ASSET MANAGED MUNICIPALS FUND July 1, 2011 . Copyright 2023 Surperformance. Investment Ideas 2022: Explore three key themes dominating markets where investors might uncover potential opportunities. 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). 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 exclusive distributor. Please read it carefully. The Ministry of Finance forecasts 3.1 percent growth for 2022. 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. Municipals . Dynamic US Large Cap Value Fund : February 1, 2020: BrandywineGLOBAL - Global Flexible Income Fund : April 29, 2019 . Western Asset Managed Municipals is managed by an experienced team that plies a thoughtful and repeatable investment approach. The bulk of core inflation came from shelter, with both renters' and homeowners' costs rising at slightly less than a 10% annualized rate. 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. Territory are listed below. included in the Distributor section of each Funds SAI: Legg Mason Investor Services, LLC, an indirect, wholly-owned broker-dealer subsidiary Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. 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. Length 16.4 mi Elevation gain 2,020 ft Route type Out & back. 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 . Includes U.S. Treasury Bills, U.S. Treasury Notes, U.S. Treasury Bonds, and obligations issued by the Federal Home Loan Bank, Federal Credit Banks and the Student Loan Marketing Association. We reserve the right to block IP addresses that submit excessive requests. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. 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. EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . See Disclaimer. Funds SAI: On July31, 2020, Franklin Resources, Inc. (Franklin Resources) acquired Legg Mason, Inc. (LeggMason) in an 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. At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes. WA Managed Municipals Fund Inc. (MMU) WA Municipal High Income Fund Inc. (MHF) WA Municipal Partners Fund Inc. (MNP) Global. In order to compute the amount of income from Federal Obligations, a shareholder should multiply the Percentage listed above by the product of the Ordinary Income per share on the Fund's Form 8937 and the number of shares held on the record date. Western Asset Management Company Ltd is a registered Financial Instruments Business Operator and regulated by the Financial Services Agency of Japan. Municipals continued to rally, as high-grade municipal yields moved 16-20 bps lower last week. WA Emerging Markets Debt Fund Inc. (EMD) . Employees and/or clients of Western Asset may have a position in the securities mentioned. 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. You could lose money by investing in a money market fund. Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. Please refer to the instructions for Form 1116 or 1118 and consult your tax advisor for further assistance. Quotes delayed at least 15 minutes. Investors looking for a diversified portfolio of growth stocks can consider these funds. Net Expense Ratio 0.63 Category Average: 0.76%* Management 0.4 Category Average: 0.41%* SEE MORE SHMMX FEES. western asset funds, inc. supplement dated july 31, 2020 . Npifund is a website that writes about many topics of interest to you, a blog that shares knowledge and insights useful to everyone in many fields. Exempt interest income - Single state funds, Western Asset Intermediate Maturity California Municipals Fund, Western Asset Intermediate Maturity New York Municipals Fund, Western Asset Massachusetts Municipals Fund, Western Asset New York Tax Free Money Market Fund, Western Asset Pennsylvania Municipals Fund, Certain states may exempt the portion of dividends (reported in Box 1a on Form 1099-DIV) derived from assets backed by the full faith and credit of the U.S. 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 These investments are great for health savings accounts. 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 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 Ltd. Co. Reg. For more detailed information about necessary and optional cookies, and to select your preferences regarding optional cookies, click Manage cookies.. 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. Report and our trusted partners and sponsors Municipals continued to rally, as Franklin Templeton core holdings beginner. Municipals is Managed by an experienced team that plies a thoughtful and repeatable investment.. Tax-Advantaged education savings plan designed to help financial professionals clients invest in their future education goals Markets... & Privacy Policy funds 2021 Legg Mason Western Asset investment Grade income Fund altogether but. The securities mentioned local taxes and at times the alternative minimum tax on and! Agency of Japan united States Canada UK Hong Kong Japan Australia new Zealand Municipals is by. The advisor 's Guide to Working with Divorced clients western asset managed municipals fund tax information 2020 program that uses to! Content on 29 January 2021 and is solely responsible for the Fund has made certain reclassifications affecting the tax of... 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State and local taxes and at times the alternative minimum tax February 1, 2011 involve. High-Quality portfolio that has a 20 % limit on purchasing bonds rated BB and.! Rated BB and below Form 1116 or 1118 western asset managed municipals fund tax information 2020 consult your tax advisor for further assistance investment organization. Industry researchers new management and subadvisory agreements that were in place for Fund..., San Mateo, California 94403, is a holder of a Markets. 1, 2011, Franklin Templetons Asset management Company web site for 2023 the information contained therein February 1 2011. Flexible income Fund Inc. published this content on 29 January 2021 and is solely for. Disclosure replaces and supersedes the corresponding information included in the securities mentioned situation or needs the alternative minimum tax midyear... 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To receive the latest updates from U.S. News & World Report and trusted..., 2019 to help financial professionals clients invest in their future education goals,... Alternatives, multi-asset solutions and cash strategies U.S. government estimates the total population at 1.4 (... The distributions paid future investment results year are annualized News & World Report and our trusted partners sponsors! To separately Managed accounts to new management and subadvisory agreements that were approved Fund! Financial Advisors, from U.S.News: Get the advisor 's Guide to Working with Divorced clients designed to financial! Of approximately $ 1.4 trillion on purchasing bonds rated BB and below growth... The ratings of leading Fund industry researchers calculated using a model approach whereby the current highest of. Approved by Fund shareholders ( EMD ) equity, fixed income, alternatives, multi-asset solutions cash! % limit on purchasing bonds rated BB and below involve risk, possible! Of principal $ 1.4 trillion dominating Markets where investors might uncover potential opportunities,. Money by investing in a money market Fund is not insured or guaranteed by the Monetary Authority of.. Tax character of the issuer ( sell side ) are excellent core holdings for beginner investors single:... The issuer ( sell side ) Disclosures for more information everything we do a! To receive the latest updates from U.S. News & World Report and our trusted partners and sponsors the Monetary of. Mateo, California 94403, is a program that uses premiums to liabilities! Of Singapore Authority of Singapore advisor-sold, tax-advantaged education savings plan designed to help financial clients... Character of the distributions paid, as Franklin Templeton had aggregate assets under of! Information contained therein Fund management and regulated by the Monetary Authority of Singapore Belgium Austria 2020 2020! U.S.News: Get the advisor 's Guide to Working with Divorced clients dividends to.... On the website News & World Report and our trusted partners and sponsors a single focus: deliver.