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Tax Wise: The Power of Tax-Deferred Investing

Summary of benefits of tax-deferred investing strategies for long-term portfolio growth.

  • Jul-28-2020
  • Brochure
  • public

Clarification of Distributions - Western Asset Core Plus Bond Fund

Important tax information for investors. Notice of reclassification of distributions.

  • Feb-26-2018
  • Capital Gains Distribution
  • public

Fact Sheet - Western Asset Long Duration Credit CIF (Class R1)

Detailed product information, including key portfolio and performance statistics.

  • Apr-22-2021
  • Fact Sheet
  • advisor

Fact Sheet - Western Asset Long Duration Credit CIF (Class R)

Detailed product information, including key portfolio and performance statistics.

  • Apr-22-2021
  • Fact Sheet
  • advisor

Legg Mason SMA Capabilities Guide

Features Legg Mason's suite of equity and fixed income Separately Managed Accounts and how they can help your clients meet their investment goals.

  • Jul-08-2020
  • Multi-Fund Guide
  • advisor
  • PUB ID: AMXX171120

Investor Guide - ClearBridge Appreciation Fund

A brochure introducing the ClearBridge Appreciation Fund as a core building block for an Investor's portfolio.

  • Nov-25-2020
  • Investor Guide
  • public
  • PUB ID: CBAX377680

ClearBridge ESG Investing

ClearBridge ESG Investing

  • Feb-09-2021
  • Presentation
  • public

Product Pitchbook - ClearBridge Multi Cap Growth Portfolios SMA (Merrill Lynch)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Apr-20-2021
  • Product Pitchbook
  • public
  • PUB ID: ML004

Product Commentary - Western Asset Intermediate-Term Municipals Fund

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Apr-30-2021
  • Product Commentary
  • public
  • PUB ID: WASX107157

Fact Sheet - Western Asset Short-Term Muni Portfolios SMA

Detailed product information, including key portfolio and performance statistics.

  • Apr-14-2021
  • Fact Sheet
  • public
  • PUB ID: AMXX489062

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

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