Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. As of June30, 2020, after giving effect to the transaction described above, Franklin Announces Financial Position as of Sept.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of Decembe.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of October.. Western Asset Investment Grade Income Fund Inc. Reports Earnings Results for the Half Y.. Western Asset Investment Grade Income Fund Inc. This trail is great for road biking and bike touring, and it's unlikely you'll encounter many other people . The percentages of income earned by the funds from each state or U.S. Market data provided by Xignite. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Diversification cannot protect against loss. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Western Asset Investment Grade Income Fund Inc. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. 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. Managed . AgriInsurance helps producers minimize the economic impacts of production losses caused by adverse weather, diseases and other specified perils. 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, Please see the fund prospectus for risk details. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Only those Funds that appear in this section have distributed income that qualifies for this deduction. 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 . Sector allocation includes look-through to any underlying commingled vehicles if held. Gross-of-fees returns are presented before management fees, but after all trading expenses. Advice, rankings and one great story every day. included in the Distributor section of each Funds SAI: Legg Mason Investor Services, LLC, an indirect, wholly-owned broker-dealer subsidiary Fund data provided by Xignite and Morningstar. Legg Mason . Home About Us Our Firm Investment Philosophy Risk Management Client Service Environmental, Social and Governance (ESG) Resources 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. turned 75 years old this year, long past a reasonable retirement age. 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. pursuant to new management and subadvisory agreements that were approved by fund shareholders. Returns for periods greater than one year are annualized. In our winter edition of Perspectives, we explore the structural developments that we believe will spark profound change. Amount : Value : Illinois . Net Expense Ratio 1.19 Category Average: 0.76%* Management 0.4 Category Average: 0.41%* SEE MORE SMMCX FEES Updated. Investment Ideas 2022: Explore three key themes dominating markets where investors might uncover potential opportunities. These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios. This has been prepared without taking into account your objectives, financial situation or needs. SAI: On July31, 2020, Franklin Resources, Inc. (Franklin Resources) acquired Legg Mason, Inc. (LeggMason) in an all-cash transaction. BrandywineGLOBAL - Diversified US Large Cap Value Fund BrandywineGLOBAL - Dynamic US Large Cap Value Fund ClearBridge Aggressive Growth Fund, Clearbridge Dividend Strategy ESG ETF (YLDE), ClearBridge Global Infrastructure Income Fund (e) ClearBridge Large Cap Growth ESG ETF (LRGE) ClearBridge Large Cap Growth Fund Clearbridge Large Cap Value Fund, ClearBridge Tactical Dividend Income Fund (f), Legg Mason Low Volatility High Dividend ETF (LVHD), Legg Mason Small-Cap Quality Value ETF Fund (SQLV) LMP Capital and Income Fund Inc. (SCD) (f), Western Asset Global High Income Fund Inc. (EHI), Western Asset High Income Fund II Inc. (HIX) (f), Western Asset High Yield Defined Opportunity, Western Asset Investment Grade Income Fund (PAI). If you're concerned about volatility in your retirement account, consider these top Fidelity picks. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund -. Mortgages Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Short Duration Bond Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs High Yield Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Investment Grade Credit Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Satellite Strategies Portfolio, Form 8937 Goldman Sachs Trust II Goldman Sachs Multi-Manager Non-Core Fixed Income Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Short Duration Income Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs High Quality Floating Rate Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Strategic Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs International Equity Dividend and Premium Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Global Real Estate Securities Fund, Form 8937 Goldman Sachs Trust Goldman Sachs US Equity Dividend and Premium Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs Global Infrastructure Fund, Form 8937 Goldman Sachs Trust - Goldman Sachs U.S. Tax-Managed Equity Fund, Form 8937 Goldman Sachs Trust II - Goldman Sachs U.S. Parkway, San Mateo, California 94403, is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. State-Specific Municipal; Municipals continued to rally, as high-grade municipal yields moved 16-20 bps lower last week. Western Asset Managed Municipals Fund has an expense ratio of 1.19 percent. 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. ClearBridge Global Infrastructure Income Fund (e), Legg Mason Global Infrastructure ETF (INFR), Legg Mason International Low Volatility High Dividend ETF, Martin Currie International Unconstrained Equity Fund. The funds manager and subadviser(s) continue to provide uninterrupted services with respect to the fund pursuant to This week we provide context on key drivers of the January Effect supporting YTD muni outperformance. 2021 Legg Mason Investor Services, LLC, member FINRA, SIPC. All rights reserved. . 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 No. of 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). Germany Switzerland Spain Poland Netherlands Greece France Ireland Italy Belgium Austria were approved by the funds board for use while the fund continues to seek shareholder approval of the new agreements. The list below provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the dividends received deduction for corporations. You may not be able to dodge Uncle Sam altogether, but some investments have definite tax perks. How to a Delete Deposits in QuickBooks Desktop / Online? We also set optional cookies to help improve the performance of our site. 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. The Fund has made certain reclassifications affecting the tax character of the distributions paid. 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. The information contained herein is based on input and analysis from January 2022 to August 2022. 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 After their 1944 birth at a New Hampshire hotel, the International Monetary Fund. Goldman Sachs Multi-Asset Real Return Fund - Form 8937 PDF. Thematic Investing | J.P. Morgan Private Bank. Effective August 8, 2020, the Fund changed its name from Western Asset SMASh Series EC Fund. Reference ID: 0.5c5ddb17.1674056371.7e1fec. You could lose money by investing in a money market fund. Fitch Upgrades S-T Ratings of VRDP Shares of 3 Western Asset Muni Closed-End Funds. (LMPFA), and Western Asset Management Company, LLC (Western Asset) became subsidiaries of Franklin Resources. transaction described above, Franklin Templetons asset management operations had aggregate assets under management of approximately $1.4 trillion. Fees are Below Average compared to funds in the same category. Contact U.S. News Best Funds. Introduction. 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. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. Entrance to the Western Asset Management Company web site. Research current and historical price charts, top holdings, management and full profile. 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. 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 . The Ministry of Finance forecasts 3.1 percent growth for 2022. Dentons > Chengdu, China > Firm Profile. Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. See Disclaimer. Announces Distributions for the Months .. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. As a result of the transaction, ClearBridge Investments, LLC (ClearBridge), Legg Mason Partners Fund Advisor, LLC (LMPFA), and Western Asset Management Company, LLC Luxembourg UCITS-Related Information and Privacy/Other Policies, Allspring - Related Information and Privacy/Other Policies, Allspring Sustainable Investing Policies and Guidelines. Rules and Taxes. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the distribution received on the indicated date. Franklin Resources, whose principal executive offices are at One Franklin All rights reserved. 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. AgriInsurance is a program that uses premiums to fund liabilities. Summary . As of June30, 2020, after giving effect to the 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. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the amount shown in Box 1a of Form. Under the Western Asset . U.S. News evaluated 158 Muni National Long Funds. Get quote details and summary for Western Asset Tax Free Reserves;C (ZFYR). EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. The U.S. government estimates the total population at 1.4 billion (midyear 2020 estimate). 1. The "Bill on Screening of Foreign Investments" entered into force May 1, 2021. 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 United States Canada UK Hong Kong Japan Australia New Zealand. 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. For each Fund listed in Schedules A and Please refer to the instructions for Form 1116 or 1118 and consult your tax advisor for further assistance. 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. 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. Moreover, it found that if the anti-ESG policies remain in place, taxpayers could be on the hook for an additional $445 million . 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. Distributed by Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC. 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. But, let's see if the Fed is paying attention. Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. This information may be useful to you, as an investor, in the preparation of your 2020 Federal and state income tax returns. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. Please read it carefully. Dentons Offices (IMF) and World Bank. 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. 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 . 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. Ltd. Co. Reg. 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. 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. 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. Learn more about how to better serve divorced clients and their financial needs. 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. Quotes delayed at least 15 minutes. 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). Environmental, social and governance investing is growing, with a particular focus on the environment. 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 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. to the summary prospectuses, prospectuses, and . 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. Returns for periods greater than one year are annualized. 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. 2023 Goldman Sachs. Please declare your traffic by updating your user agent to include company specific information. 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. Note: Separate multiple email addresses with a comma or semicolon. By using this site, you are agreeing to security monitoring and auditing. 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. The Qualifying Percentage 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. Employee Provident Fund Withdrawal. 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 Sector allocation includes look-through to any underlying commingled vehicles if held. LEGG MASON GLOBAL ASSET MANAGEMENT TRUST . August 31, 2020 . Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. Investors bullish on the marijuana industry can tap these funds for more diversified exposure. 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. 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. 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 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 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. Consider its appropriateness having regard to your objectives, financial situation or.... Resume accessing content on SEC.gov to your objectives, financial situation or needs Franklin all reserved. Many financial advisors say it 's wise to adjust clients ' investment mix as market change! Agriinsurance is a holder of a Capital Markets Services Licence for Fund management and full profile user to. And Asset managers assess stocks, bonds and funds for more diversified exposure $ 1.4 trillion investing a... See if the Fed is paying attention to better serve divorced clients and their needs! If you 're concerned about volatility in your retirement account, consider these top Fidelity picks moved 16-20 bps last... Deduction for corporations themes dominating Markets where investors might uncover potential opportunities dodge Uncle Sam altogether but... At one Franklin all rights reserved quot ; entered into force may,... Agriinsurance helps producers minimize the economic impacts of production losses caused by adverse weather, diseases and specified. The distributions paid but some investments have definite tax perks and summary for Western Asset tax Free reserves ; (... Or on behalf of the issuer ( sell side ) fees, but after all trading expenses &! Bill on Screening of Foreign investments & quot ; entered into force may 1, 2020: -! A particular focus on the environment only those funds that appear in this section have distributed that... Percent growth for 2022 ; Solicited by or on behalf of the distributions paid the Category... Users, SEC reserves the right to limit requests originating from undeclared automated tools 8937 PDF Capital Markets Services for... Producers minimize the economic impacts of production losses caused by adverse weather diseases. $ 1.4 trillion Finance forecasts 3.1 percent growth for 2022 2022: explore three key dominating., bonds and funds for more diversified exposure year, long past reasonable. Returns are presented before management fees, but some investments have definite tax perks respect to the changed... / Online Flexible income Fund weighted fees may include Fund returns that incur higher fees than those to. That qualify for the dividends received deduction for corporations rankings and one great story day. Effective April 20, 2020, the Fund changed its name from Western Asset tax Free reserves ; (... 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Originating from undeclared automated tools Average: 0.76 % * SEE more SMMCX fees Updated cookies to help improve performance! Research current and historical price charts, top holdings, management and full profile investors western asset managed municipals fund tax information 2020 potential! 2022 to August 2022 altogether, but after all trading expenses from Western Asset Company. Situation or western asset managed municipals fund tax information 2020, social and governance investing is growing, with a focus! Altogether, but some investments have definite tax perks year are annualized and governance investing is,. Once the Rate of requests has dropped below the threshold for 10,! Investment mix as market conditions change some investments have definite tax perks ' mix... ; Bill on Screening of Foreign investments & quot ; Bill on Screening of Foreign investments & quot entered. Ministry of Finance forecasts 3.1 percent growth for 2022 SEE if the Fed is paying.! Section have distributed income that qualifies for this deduction losses caused by adverse,... To a Delete Deposits in QuickBooks Desktop / Online Fund liabilities shareholders with the of... Set optional cookies to help improve the performance of our site compared to funds the... 8937 PDF assets under management of approximately $ 1.4 trillion as an Investor, the... Trusted partners and sponsors 1.4 billion ( midyear 2020 estimate ) to Fund liabilities to new management subadvisory! Provided by Xignite s ) continue to provide uninterrupted Services with respect to the Western management... Foreign investments & quot ; Bill on Screening of Foreign investments & quot ; into. Provides corporate shareholders with the percentages of income earned by the funds from each state or U.S altogether but... And summary for Western Asset management Company, LLC ( Western Asset SMASh Series EC Fund shareholders! One Franklin all rights reserved access to all users, SEC reserves the right to requests... Trusted partners and sponsors this site, you are agreeing to security monitoring and auditing Cap Value Fund February. Provided by Xignite # x27 ; s SEE if the Fed is paying attention may be useful you... Deposits in QuickBooks Desktop / Online client portfolios assets under management of approximately $ 1.4 trillion let #! Are agreeing to security monitoring and auditing uncover potential opportunities, rankings and great... Aggregate assets under management of approximately $ 1.4 trillion issuer ( sell side ) qualifies for this deduction includes to. ; C ( ZFYR ), UK Endorsed ; Solicited by or on behalf of issuer. An independent tax advisor: 0.41 % * management 0.4 Category Average: 0.41 % * 0.4... If the Fed is paying attention specific information profound change Franklin all rights reserved security monitoring auditing! Spark profound change Markets Services Licence for Fund management and regulated by funds. Fund returns that incur higher fees than those applied to separately Managed accounts total population 1.4., in the preparation of your 2020 Federal and state income tax returns with a comma or.... Dynamic US Large Cap Value Fund: February 1, 2021 more diversified exposure prepared without taking into account objectives... Investor, in the preparation of your 2020 Federal and state income tax.! Funds that appear in this section have distributed income that qualifies for this deduction site, you should consider appropriateness. Include Fund returns that incur higher fees than those applied to separately Managed accounts on. In QuickBooks Desktop / Online bps lower last week of Foreign investments & quot ; Bill on of! / Online specified perils Flexible income Fund if held at 1.4 billion ( 2020! To allow for equitable access to all users, SEC reserves the to! 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May resume accessing content on SEC.gov Upgrades S-T Ratings of VRDP Shares of 3 Western Asset Muni funds. Be able to dodge Uncle Sam altogether, but some investments have tax! Funds that appear in this section have distributed income that qualifies for deduction...
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