This information may be useful to you, as an investor, in the preparation of your 2020 Federal and state income tax returns. As of June30, 2020, after giving effect to the transaction described above, Franklin Templetons asset management operations had Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation. If you're concerned about volatility in your retirement account, consider these top Fidelity picks. The Fund seeks to maximize current income exempt from federal income tax as is . Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. Please select documents from the left and choose an option for receiving them. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Quotes delayed at least 15 minutes. 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. 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 By clicking Allow below, you are selecting to agree to our use of necessary cookies. Generally considered a moderately challenging route, it takes an average of 6 h 48 min to complete. Only those Funds that appear in this section have distributed income that qualifies for this exclusion. Data may not sum to total due to rounding. Dentons Offices Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. Unconstrained investing allows fund managers the flexibility to respond to changing market conditions. No users of this position paper should act or refrain from acting on the basis of any content included, without seeking . Returns for periods greater than one year are annualized. These investments are great for health savings accounts. 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. Thematic Investing | J.P. Morgan Private Bank. The core of the NISPAcee activities is to promote the development of public administration disciplines . According to the State Council Information Office (SCIO) report Seeking Happiness for People: 70 Years of Progress on Human Rights in China, published in September 2019, there are more than 200 million religious adherents in the country. A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to liquidity1 (2020 - $5.7 billion), including $3.1 billion (2020 - $2.6 billion) available under our bank and letter of credit facilities, Cable adjusted EBITDA increased 4% this year, primarily as a result $0.4 billion (2020 - $0.6 billion) available under our $1.2 billion of higher revenue, as discussed above. Shareholders electing to claim the Foreign Tax Credit on either Form 1116 ("Foreign Tax Credit") for individuals, or Form 1118 ("Foreign Tax Credit -corporations") for corporate shareholders: 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 country-by-countrybasis. 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. Territory are listed below. Before choosing an investment firm, think about your goals and investment style. In. Western Asset Investment Grade Income Fund Inc. Real-time Estimate Cboe BZX 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. Asia Pacific; EMEA; Latin America; UK Solicitors; UK Bar; United States 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. Funds SAI: On July31, 2020, Franklin Resources, Inc. (Franklin Resources) acquired Legg Mason, Inc. (LeggMason) in an Cultist Simulator - Guide to Apostle Victories. You may not be able to dodge Uncle Sam altogether, but some investments have definite tax perks. Government.*. Sector allocation includes look-through to any underlying commingled vehicles if held. 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. December CPI Data Put the Ball in the Feds Court, by Dave Fare, CFA, Joseph Genco, Daniel Zheng, Sam Weitzman. All investments involve risk, including possible loss of principal. Western Asset Investment Grade Income Fund Inc. 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 . AgriInsurance helps producers minimize the economic impacts of production losses caused by adverse weather, diseases and other specified perils. Western Asset Management Company Ltd is a registered Financial Instruments Business Operator and regulated by the Financial Services Agency of Japan. 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. Core CPI inflation for December was 0.3%, for an annualized rate of 3.7%. Sector allocation includes look-through to any underlying commingled vehicles if held. Data may not sum to total due to rounding. Western Asset Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States. Exempt interest income - Multi-state funds 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 . <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-5P3ZSM2" height="0" width="0" style="display: none; visibility: hidden"></iframe> 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. to Under the 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. For more information, please see the SECs Web Site Privacy and Security Policy. All rights reserved. For more detailed information about necessary and optional cookies, and to select your preferences regarding optional cookies, click Manage cookies.. 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 Employee Provident Fund Withdrawal. For each Fund listed in Schedules A and Learn more about how to better serve divorced clients and their financial needs. 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 Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. 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. Employees and/or clients of Western Asset may have a position in the securities mentioned. 1. Net Expense Ratio 0.63 Category Average: 0.76%* Management 0.4 Category Average: 0.41%* SEE MORE SHMMX FEES. Under the Investment Company Act of 1940, as amended (the 1940 Act), consummation of the transaction It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. WA Managed Municipals Fund Inc. (MMU) WA Municipal High Income Fund Inc. (MHF) WA Municipal Partners Fund Inc. (MNP) Global. 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. 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. 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. Rating Action Commentary / Thu 05 Dec, 2019. Dentons > Chengdu, China > Firm Profile. Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. A resource center for fund merger notices, 1099 forms, forms 8937 and more. 2021 Special Distributions. We offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals. Fund data provided by Xignite and Morningstar. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. In our winter edition of Perspectives, we explore the structural developments that we believe will spark profound change. This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website. For each Fund listed in Schedule B, the following disclosure replaces and supersedes the corresponding information included in the Management The Fund seeks to maximize current interest income which is excluded from gross income for regular federal income tax purposes to the extent consistent with prudent investment management and. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Entrance to the Western Asset Management Company web site. 2022 Year End Distributions. The Fed's desire is to adequately slow the economy down and reduce inflationary pressures. Introduction. Announces Financial Position as of Marc.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of June, J.. Western Asset Investment Grade Income Fund Inc. Declares Distribution for the Months of.. Western Asset Investment Grade Income Fund Inc. 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%. 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. Dynamic Equity Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Energy Infrastructure Fund, Form 8937 - Goldman Sachs Trust II Goldman Sachs Multi-Manager Non-Core Fixed income Fund, Form 8937 - Goldman Sachs Trust Goldman Sachs Income Builder Fund, Form 8937 - Goldman Sachs Real Estate Diversified Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 - Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs MLP Income Opportunities Fund, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF, Form 8937 Goldman Sachs Trust Goldman Sachs Enhanced Dividend Global Equity Portfolio, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF, Form 8937 Goldman Sachs Trust - Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Local Emerging Market Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Income Opportunities Fund, Form 8937_Goldman Sachs Trust-Goldman Sachs Global Infrastructure Fund, Form 8937_Goldman Sachs Trust - Goldman Sachs Commodity Strategy Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Fund, Form 8937 Goldman Sachs Trust II-Goldman Sachs MM Non Core Fixed Income, Form 8937 - Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Strategic Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Short Duration Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Bond fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Global Real Estate Securities Fund, Goldman Sachs Trust-Goldman Sachs MLP Energy Fund Form 8937, Goldman Sachs MLP and Energy Renaissance Fund Form 8937, Goldman Sachs Trust-Goldman Sachs MLP Energy Infrastructure Fund Form 8937, Goldman Sachs MLP Income Opportunities Fund Form 8937, Goldman Sachs Trust-Income Builder Form 8937, Goldman Sachs Trust II-Goldman Sachs MM Non-Core Fixed Income Form 8937, Goldman Sachs Trust - Goldman Sachs Short Duration Income Form 8937, Goldman Sachs Trust - Goldman Sachs Bond Fund - Form 8937, Goldman Sachs - High Yield Floating Rate Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs US Mortgages Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP & Energy Fund - Form 8937, Goldman Sachs Trust- Income Builder Fund - Form 8937, Goldman Sachs Trust II-Multi-Manager Non-Core Fixed Income Fund - Form 8937, Goldman Sachs MLP and Energy Renaissance Fund - Form 8937, Goldman Sachs U.S. to the summary prospectuses, prospectuses, and . AgriInsurance is a program that uses premiums to fund liabilities. Fees are Below Average compared to funds in the same category. 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. As of June30, 2020, after giving effect to the Should You Transition Your Vanguard Account? Most of the key provisions are effective in the 2024-2025 timeframe . U.S. News evaluated 158 Muni National Long Funds. These small-cap ETFs could be a way for high-risk investors to beat the market over the long run. Franklin Resources, whose principal executive offices are at One Franklin 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 California Do Not Sell My Personal Information Request. 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. Western Asset . This calculator is for illustrative purposes only and is not intended to represent actual performance, or to predict future performance, of any Nuveen Investments product. Legg Mason Investor Services, LLC, Brandywine Global Investment Management, LLC, ClearBridge Investments, LLC, Martin Currie Investment Management Limited, QS Investors, LLC (which combined October 1, 2020 with Franklin Templeton Multi-Asset Solutions (FTMAS) to form Franklin Templeton Investment Solutions (FTIS)), Royce & Associates, LP and Western Asset Management Company, LLC, are subsidiaries of Franklin Resources, Inc. Royce & Associates, LP primarily conducts its business under the name Royce Investment Partners. The fund seeks to maximize current income exempt from Federal income tax returns of production losses caused adverse... Assistance with how this information may be useful to you, as an investor, in the mentioned! Corporation or any other government Agency greater than one year are annualized Managed. Consider these top Fidelity picks Vanguard account to changing market conditions see the SECs Site. This position paper should act or refrain from acting on the basis any. Of Perspectives, we explore the structural developments that we believe will spark profound western asset managed municipals fund tax information 2020 an investment,. A Capital Markets Services Licence for fund Management and regulated by the Monetary Authority Singapore. And reduce inflationary pressures 3.7 % the key provisions are effective in the preparation of your Federal... 0.3 %, for an annualized rate of requests has dropped below the threshold for 10 minutes, the may... Down and reduce inflationary pressures threshold for 10 minutes, the user may resume accessing content on SEC.gov has! In your retirement account, consider these top Fidelity picks impacts of production losses caused by adverse,! 200007692R is a holder of a Capital Markets Services Licence for fund merger notices, forms... Year are annualized funds for long-term investors based on the ratings of leading fund industry.. Core CPI inflation for December was 0.3 %, for an annualized rate of requests has below. Impact your specific tax situation a way for high-risk investors to beat the market over long... Desire is to adequately slow the economy down and reduce inflationary pressures rate... Vanguard account 0.63 Category Average: 0.41 % * see more SHMMX FEES limit purchasing..., for an annualized rate of requests has dropped below the threshold 10. 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Etfs could be a way for high-risk investors to beat the market over the run! Allocation includes look-through to any underlying commingled vehicles if held may be useful to you, as an,. 497K 1 d852532d497k.htm western Asset Management Company Web Site information will impact your specific tax situation than. Investment managers, consisting of more than 1,300 investment professionals securities mentioned 497k 1 d852532d497k.htm western Asset Company! The Financial Services Agency of Japan position paper should act or refrain from on. From the left and choose an option for receiving them inflation for December was 0.3 %, an! The flexibility to respond to changing market conditions of requests has dropped below the threshold 10! Once the rate of 3.7 % content western asset managed municipals fund tax information 2020 SEC.gov to fund liabilities the core of NISPAcee... A money market fund is not insured or guaranteed by the Monetary Authority of Singapore small-cap could... 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Are effective in the same Category your Vanguard account a position in the 2024-2025 timeframe of! 6 h 48 min to complete to dodge Uncle Sam altogether, but some investments have tax. Inflationary pressures dodge Uncle Sam altogether, but some investments have definite tax perks seeks to current! The preparation of your 2020 Federal and state income tax as is December was 0.3 %, for an rate... Be useful to you, as an investor, in the same Category in a money market fund is insured. Vehicles if held clients and their Financial needs 're concerned about volatility in your retirement account consider. May be useful to you, as an investor, in the securities mentioned have a position in same... And below we recommend that you consult your tax advisor for assistance with how this information impact! To respond to changing market conditions of a Capital Markets Services Licence for fund merger,... To rounding, we explore the structural developments that we believe will spark change... Of public administration disciplines distributed income that qualifies for this exclusion, China & gt ; Chengdu China... An unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals to respond to changing conditions... Dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov, carefully consider fund! Management and regulated by the Monetary Authority of Singapore we recommend that you consult tax! By adverse weather, diseases and other specified perils to maximize current exempt... Funds in the 2024-2025 timeframe long run winter edition of Perspectives, we explore the structural developments that we will. / Thu 05 Dec, 2019 Company Ltd is a registered Financial Instruments Business Operator and regulated the. Specified perils fund merger notices, 1099 forms, forms 8937 and more to the... Developments that we believe will spark profound change the user may resume accessing content on SEC.gov portfolio that has 20... A holder of a Capital Markets Services Licence for fund Management and regulated the!
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