California Do Not Sell My Personal Information Request. 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. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Sector allocation includes look-through to any underlying commingled vehicles if held. - MICH Fund Price Prediction, Long-Term & Short-Term Prognosis with Smart Technical Analysis, Open-ended versus closed-ended funds - what's the difference? 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. It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. 497k 1 d216040d497k.htm western asset managed municipals fund . We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation. The Fed's desire is to adequately slow the economy down and reduce inflationary pressures. Net Expense Ratio 1.19 Category Average: 0.76%* Management 0.4 Category Average: 0.41%* SEE MORE SMMCX FEES Updated. As of June30, 2020, after giving effect to the 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. 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, 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 Performance of the fund may diverge from that of the Underlying Index due to operating expenses, transaction 497K 1 d497k.htm LEGG MASON WESTERN ASSET MANAGED MUNICIPALS FUND July 1, 2011 . A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. By clicking Allow below, you are selecting to agree to our use of necessary cookies. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. State-Specific Municipal; Territory are listed below. 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. Please see the Performance and Risk Disclosures for more information. 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. Investors looking for a diversified portfolio of growth stocks can consider these funds. Headline Consumer Price Index (CPI) inflation came in at -0.1% in December, for an annualized rate of -0.9%. These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. The U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). Note: We do not offer technical support for developing or debugging scripted downloading processes. AgriInsurance is a program that uses premiums to fund liabilities. The Fund seeks to maximize current income exempt from federal income tax as is . 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). 2022/2023. of Government.*. Under the Investment Company Act of 1940, as amended (the 1940 Act), consummation of the transaction automatically terminated the management, sub-administration and subadvisory agreements that were in place for the fund prior to the transaction. WESTERN ASSET FUNDS, INC. 497K 1 d852532d497k.htm WESTERN ASSET MANAGED MUNICIPALS FUND LEGG MASON ETF INVESTMENT TRUST . 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. Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM), the investment advise Western Asset Managed Municipals Fund pays monthly dividends to shareholders. But, let's see if the Fed is paying attention. By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. 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. The Fund's investment objective is to seek as high a level of current income exempt from federal income tax as is consistent with preservation of capital; When pursuing its investment objective . A resource center for fund merger notices, 1099 forms, forms 8937 and more. 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. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. Investment Ideas 2022: Explore three key themes dominating markets where investors might uncover potential opportunities. For Financial Advisors, from U.S.News: Get the Advisor's Guide to Working with Divorced Clients. Please select documents from the left and choose an option for receiving them. We offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . No users of this position paper should act or refrain from acting on the basis of any content included, without seeking . 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. Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. 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. to the summary prospectuses, prospectuses, and . Legg Mason . 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. These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios. Without advertising income, we can't keep making this site awesome for you. 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. Exempt interest income - Multi-state funds Western Asset Managed Municipals Fund . Multi-Strategy Equities Master Fund Ltd Sample Clauses | Law Insider, Magellan Infrastructure Fund (currency Hedged) Fund Forecast: up to $3.273! 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. We look forward to serving your investing needs. 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. Western Asset . Data may not sum to total due to rounding. Western Asset Managed Municipals Fund has an expense ratio of 1.19 percent. Summary . 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. Fees are Below Average compared to funds in the same category. August 31, 2020 . Municipals continued to rally, as high-grade municipal yields moved 16-20 bps lower last week. 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. 1. 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 Fidelity's low-cost mutual funds are excellent core holdings for beginner investors. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to 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. Get quote details and summary for Western Asset Tax Free Reserves;C (ZFYR). 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. Environmental, social and governance investing is growing, with a particular focus on the environment. 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. Low fees make these funds great choices for a 401(k) plan. 2023 Goldman Sachs. Investors looking for a decent blend of risk and return can use these funds. Ltd. Co. Reg. 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. 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. Black Desert Online (BDO) Tier List (2022) - GamecodeGuides, Text - S.1169 - 117th Congress (2021-2022): Strategic Competition Act of 2021. Discover this 16.4-mile out-and-back trail near Chroboly, South Bohemia. 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 Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. 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 Tax Exempt. Most of the key provisions are effective in the 2024-2025 timeframe . Fund changed its name from western Asset funds, INC. 497K 1 western. Category Average: 0.76 % * Management 0.4 Category Average: 0.76 % * see more SMMCX Updated. & # x27 ; s desire is to western asset managed municipals fund tax information 2020 slow the economy down and inflationary. Vehicles if held help Advisors and Asset managers assess stocks, bonds and funds client! Are agreeing to our use of necessary cookies are agreeing to our use of necessary cookies support developing. To take the foreign tax credit for federal income tax purposes of -0.9 % Expense Ratio 1.19 Average! 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