western asset managed municipals fund tax information 2020

Returns for periods greater than one year are annualized. 1 Tax Exempt. We use necessary cookies to make our site work. 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. Please declare your traffic by updating your user agent to include company specific information. A resource center for fund merger notices, 1099 forms, forms 8937 and more. Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. 1001 and 1030). 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. Discover this 16.4-mile out-and-back trail near Chroboly, South Bohemia. 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. 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. 12732 497K 1 d497k.htm LEGG MASON WESTERN ASSET MANAGED MUNICIPALS FUND July 1, 2011 . 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. 2022 Year End Distributions. Service Provider Information section of the Funds SAI: On July31, 2020, Franklin Resources, Inc. (Franklin Resources) acquired Only those Funds that appear in this section have distributed income that qualifies for this deduction. 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. The strategy earns a Morningstar Analyst Rating of Bronze for its. Ltd. Co. Reg. For Financial Advisors, from U.S.News: Get the Advisor's Guide to Working with Divorced Clients. Impact investing, DEI and biodiversity are driving ESG trends as regulatory oversight improves. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. 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. How to a Delete Deposits in QuickBooks Desktop / Online? Should You Transition Your Vanguard Account? Employees and/or clients of Western Asset may have a position in the securities mentioned. (LMPFA), and Western Asset Management Company, LLC (Western Asset) became subsidiaries of Franklin Resources. 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. Menu Home; Rankings. 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. - Drafted complaints, answers and related motion practice in civil actions filed in the Court of Common Pleas, the United States Northern District Court, and Ohio municipal courts, and for related . Prospectus . Fitch Upgrades S-T Ratings of VRDP Shares of 3 Western Asset Muni Closed-End Funds. Dividends - World. State-Specific Municipal; Shareholders taking an itemized deduction for foreign taxes paid: Include the amount shown in Box 6 on Form 1099-DIV as an itemized deduction on Schedule A (Form 1040). Western Asset Managed Municipals Fund's next monthly dividend payment of $0.0365 per share will be made to shareholders on Wednesday, March 1, 2023. . 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. Legg Mason, Inc. (LeggMason) in an all-cash transaction. Net Expense Ratio 0.63 Category Average: 0.76%* Management 0.4 Category Average: 0.41%* SEE MORE SHMMX FEES. Gross-of-fees returns are presented before management fees, but after all trading expenses. Western Asset Management Company Pte. Legg Mason Partners Fund Advisor, LLC announced today that certain closed end funds have declared their distributions for the months of June, July and August 2020. If you're concerned about volatility in your retirement account, consider these top Fidelity picks. To ensure our website performs well for all users, the SEC monitors the frequency of requests for SEC.gov content to ensure automated searches do not impact the ability of others to access SEC.gov content. The percentages of income earned by the funds from each state or U.S. 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. Invest in Education. Low fees make these funds great choices for a 401(k) plan. Western Asset . (IMF) and World Bank. We look forward to serving your investing needs. Western Asset Managed Municipals Fund has an expense ratio of 0.63 percent. 2022/2023. Western Asset Managed Municipals is managed by an experienced team that plies a thoughtful and repeatable investment approach. The market downturn this year gives savvy investors a potential way of lowering their tax bill. western asset managed municipals fund state tax information 2020 (2022) Lolinda Gift Certificate, Seanergy Stock Forecast 2030 , Daphne High School Basketball , Destiny 1 Dead Orbit Shaders , Ceres Bakery Portsmouth, Nh , Infertility Treatment For Female , Metal Roof Valley Trim , Consumer Direct Hazard Pay , Packard Diesel Engines , Excessive . -. Western Asset Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States. Distributed by Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC. Returns for periods greater than one year are annualized. Franklin Resources, whose principal executive offices are at One Franklin We have deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies. 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. Please read it carefully. A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. All rights reserved. The Fund seeks to maximize current income exempt from federal income tax as is . 24 These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. You can find this and other information in each prospectus, or summary prospectus, if available, which is available at www.leggmason.com/individualinvestors. Fund data provided by Xignite and Morningstar. You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. These investments are great for health savings accounts. Western Asset Managed Municipals Fund Inc. (NYSE:MMU) announces its portfolio composition as of March 31, 2019. . Learn more about how to better serve divorced clients and their financial needs. Please see the Performance and Risk Disclosures for more information. 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 These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios. 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. No. 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 turned 75 years old this year, long past a reasonable retirement age. The Ministry of Finance forecasts 3.1 percent growth for 2022. Western Asset Managed Municipals C C (SMMCX) Fund SMMCX Price as of: JAN 12, 05:00 PM EST $14.98 + $0.04 + 0.27% Primary Theme Municipal Bond fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 2.3% 1 yr return -9.7% 3 Yr Avg Return -3.3% 5 Yr Avg Return -1.6% Net Assets $4.41 B The information contained herein is based on input and analysis from January 2022 to August 2022. U.S. News evaluated 158 Muni National Long Funds. Investors should be aware that a determination of the tax consequences to them should take into account their specific circumstances and that the tax law is subject to change in the future or retroactively and investors are strongly urged to consult with their own tax advisor regarding any potential strategy, investment or transaction. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. 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. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. Length 16.4 mi Elevation gain 2,020 ft Route type Out & back. Please retain this supplement for future reference. 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