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Shows 5963 of 5963 Items
- Name/Description
- Audience
- As of Date
2022 Year-End Capital Gain Indications
Preliminary capital gain distribution indications based on each fund’s portfolio at a point in time.
Mailed hardcopies unavailable.
Proposed distribution dates for 2023
Mailed hardcopies unavailable.
2023 Proposed Distribution Dates for Templeton Funds
2023 proposed distribution dates
Mailed hardcopies unavailable.
2023 Proposed Distribution Dates Franklin Templeton ETFs
A document detailing the proposed distribution dates for a specific fund for a calendar year that has been by the fund board.
Mailed hardcopies unavailable.
2024 Proposed Distribution Dates for Franklin, Templeton and Mutual Series Funds
2024 distribution dates for Franklin, Templeton and Mutual Series Funds
Mailed hardcopies unavailable.
2024 Proposed Distribution Dates for Some Franklin Templeton Specialist Investment Managers
2024 proposed distribution dates for some Franklin Templeton SIMs
Mailed hardcopies unavailable.
ACES Worksheet - Document Checklist
A checklist of documents that can provide valuable insights into a plan's goals, needs and history.
Mailed hardcopies unavailable.
ACES Worksheet - Financial Professional Evaluation Questionnaire/Survey
An evaluation used to help plan sponsors rate the services of their current financial professional.
Mailed hardcopies unavailable.
ACES Worksheet - Service Summary Worksheet
A worksheet summarizing all of the services a Financial Professional could offer a 401(k) plan. Allows the Financial Professional to indicate whether he/she wishes to deliver each service once a year, twice a year, quarterly, or just on an as needed" basis."
Mailed hardcopies unavailable.
Annual Commentary - Franklin Small Cap Value Fund
A long-form annual commentary from the Franklin Small Cap Value Fund
Mailed hardcopies unavailable.
Annual ESG Report
Mailed hardcopies unavailable.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Appreciation Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge International Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge International Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Large Cap Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Mid Cap Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Mid Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Select Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Small Cap Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Small Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Sustainability Leaders Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Tactical Dividend Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin California High Yield Municipal Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin California Tax–Free Income Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Global Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin New York Tax–Free Income Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Real Estate Securities Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Strategic Series
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Tax-Free Trust Funds
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Value Investors Trust
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam BDC Income ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam BioRevolutionTM ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Convertible Securities Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Core Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Core Equity Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Emerging Markets ex-China ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam ESG Core Bond ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam ESG High Yield ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam ESG Ultra Short ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Floating Rate Income Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Focused International Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Global Income Trust
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Large Cap Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam PanAgora ESG Emerging Markets Equity ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam PanAgora ESG International Equity ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Short Duration Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Small Cap Value Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Sustainable Future Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset California Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Managed Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Oregon Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset SMASh Series C Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset SMASh Series Core Completion Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset SMASh Series M Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset SMASh Series TF Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - BrandywineGLOBAL Corporate Credit Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - BrandywineGLOBAL ETF Funds
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - BrandywineGLOBAL Flexible Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - BrandywineGLOBAL Global Opportunities Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - BrandywineGLOBAL High Yield Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Dividend Strategy Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Clearbridge Emerging Markets Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge ETF Funds
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Global Infrastructure Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Large Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge SMASh Series EM Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - ClearBridge Sustainable Infrastructure ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Appreciation Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Dividend Strategy Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Growth Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Large Cap Growth Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Large Cap Value Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Mid Cap Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - ClearBridge Variable Small Cap Growth Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Allocation VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Alternative Strategies Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin CoreFolio Allocation Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Custodian Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Dynatech VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Federal Tax-Free Income Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin FTSE Russia ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Fund Allocator Series
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Global Allocation Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Global Real Estate VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Global Trust
A complete list of fund holdings, fund financial statements, and other important information covering the funds’ fiscal year
Annual Financial Statements and Other Information - Franklin Gold and Precious Metals Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Growth and Income VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin High Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Income VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin International Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements And Other Information - Franklin Investors securities Trust
A complete list of fund holdings, fund financial statements, and other important information covering the funds’ fiscal year
Annual Financial Statements and Other Information - Franklin Large Cap Growth VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Low Volatility High Dividend Index ETFs
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Multi-Asset Allocation Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Mutual Global Discovery VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Mutual Series Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Mutual Shares VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements And Other Information - Franklin New York Municipal Income ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Rising Dividends Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Rising Dividends VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin S&P 500 Index Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Short Duration U.S. Government ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements And Other Information - Franklin Short-Term Municipal Income ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Small Cap Value VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Small-Mid Cap Growth VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Strategic Income VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Templeton ETF Trust
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Templeton ETF Trust 2
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Templeton ETF Trust 5
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Templeton Model Portfolio Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin Templeton SMACS: Series EM
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Templeton Strategic Series
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin U.S. Equity Index ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin U.S. Government Money Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin U.S. Government Securities VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin U.S. Small Cap Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin US Large Cap Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Franklin Variable Asset Allocation Series
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Franklin VolSmart Allocation VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Money Market Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam California Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Diversified Income Trust
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Dynamic Asset Allocation Balanced Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Dynamic Asset Allocation Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Emerging Markets Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Focused Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Focused Large Cap Growth ETF
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Focused Large Cap Value ETF
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam George Putnam Balanced Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Global Health Care Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Global Technology Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Government Money Market Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam High Yield Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam International Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam International Small Cap Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam International Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Large Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Massachusetts Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Minnesota Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Money Market Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Mortgage Opportunities Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Mortgage Securities Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Multi-Asset Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam New Jersey Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam New York Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Ohio Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Pennsylvania Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Putnam VT Government Money Market Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Retirement Advantage Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Short-Term Municipal Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Small Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Strategic Intermediate Municipal Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Sustainable Future ETF
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Sustainable Leaders ETF
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Sustainable Leaders Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Sustainable Retirement Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Tax Exempt Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam Tax-Free High Yield Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam U.S. Research Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Ultra Short Duration Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam Ultra Short MAC Series
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Putnam VT Core Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Diversified Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Emerging Markets Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Focused International Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT George Putnam Balanced Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Global Asset Allocation Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Global Health Care Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT High Yield Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT International Equity Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT International Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Large Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Large Cap Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Mortgage Securities Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Research Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Small Cap Growth Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Small Cap Value Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Sustainable Future Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Putnam VT Sustainable Leaders Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Royce Quant Small-Cap Quality Value ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Developing Markets Trust
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Developing Markets VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Templeton Emerging Markets Small Cap Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Foreign VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Templeton Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Global Bond VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Templeton Global Dynamic Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Global Smaller Companies Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Growth Fund, Inc.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Growth VIP Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Templeton Income Trust
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Templeton Institutional Funds
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Bond ETF
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Core Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Core Plus Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Core Plus VIT Portfolio
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Western Asset Corporate Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset ETF Funds
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Government Reserves
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset High Yield Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Inflation Indexed Plus Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Institutional Government Reserves
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Intermediate Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Intermediate-Term Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the first half of the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Long Credit VIT
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Annual Financial Statements and Other Information - Western Asset Massachusetts Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Mortgage Total Return Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Municipal High Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset New Jersey Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset New York Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Pennsylvania Municipals Fund
A complete list of fund holdings, fund financial statements, and other important information covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Select Tax Free Reserves
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Short Duration High Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Short-Term Bond Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Total Return Unconstrained Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Annual Financial Statements and Other Information - Western Asset Ultra-Short Income Fund
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
A complete list of fund holdings, fund financial statements, and other important information, covering the fund’s fiscal year.
Mailed hardcopies unavailable.
Social Infrastructure Strategy
Mailed hardcopies unavailable.
Annual Report - BrandywineGLOBAL - U.S. Fixed Income ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - BrandywineGLOBAL Flexible Bond Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - BrandywineGLOBAL Global Income Opportunities Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - BrandywineGLOBAL High Yield Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - BrandywineGLOBAL-Dynamic US Large Cap Value ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Clarion Partners Real Estate Income Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year..
Annual Report - Clearbridge Energy Midstream Opportunity Fund Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge International Value Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Large Cap Growth ESG ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Mid Cap Growth Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge SMASh Series EM Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Sustainable Infrastructure ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - ClearBridge Variable Appreciation Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Variable Growth Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Variable Large Cap Growth Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Variable Large Cap Value Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - ClearBridge Variable Mid Cap Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Alabama Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Allocation VIP Fund - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Biotechnology Discovery Fund Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Bitcoin ETF Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Franklin BSP Private Credit Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Franklin California Intermediate-Term Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin ClearBridge Enhanced Income ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Disruptive Commerce ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Dynamic Municipal Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin DynaTech VIP Fund - Class 2
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Emerging Market Core Dividend Tilt Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Emerging Market Debt Opportunities Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Ethereum ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Exponential Data ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Floating Rate Daily Access Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Focused Growth ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Asia Ex Japan ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Australia ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Brazil ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Canada ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE China ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Europe ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Eurozone ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Germany ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE India ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Japan ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Japan Hedged ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Latin America ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Mexico ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Russia ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Saudi Arabia ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE South Korea ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Switzerland ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE Taiwan ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin FTSE United Kingdom ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Genomic Advancements ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Global Equity Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Global Real Estate VIP Fund - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Growth and Income VIP Fund - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin High Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin High Yield Corporate ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Income Focus ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Intelligent Machines ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin International Aggregate Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin International Core Dividend Tilt Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin International Dividend Booster Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin International Low Volatility High Dividend Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Investment Grade Corporate ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Lexington Private Markets Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin LifeSmart 2025 Retirement Target Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin LifeSmart 2055 Retirement Target Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Limited Duration Income Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Long Duration Credit Fund - Class R6
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Massachusetts Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Minnesota Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Moderate Allocation Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Multi-Asset Growth Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Multi-Asset Variable Growth Fund - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Multi-Asset Variable Moderate Growth Fund - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Municipal Green Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Mutual Shares Fund - Class Z
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin New York Intermediate-Term Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin New York Municipal Income ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin OnChain U.S. Government Money Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Oregon Tax-Free Income Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Responsibly Sourced Gold ETF
Franklin Responsibly Sourced Gold ETF Form 10K
Mailed hardcopies unavailable.
Annual Report - Franklin Rising Dividends Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin S&P 500 Index Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Senior Loan ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Short Duration U.S. Government ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Short-Term Municipal Income ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Strategic Income VIP Fund - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Franklin Systematic Style Premia ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton Aggressive Model Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton Conservative Model Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton SMACS: Series CH - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton SMACS: Series E - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton SMACS: Series EM - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton SMACS: Series H - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Templeton SMACS: Series I - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Core Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Core Dividend Tilt Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Equity Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Large Cap Multifactor Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Low Volatility ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Low Volatility High Dividend Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Mid Cap Multifactor Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Small Cap Equity Fund - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Small Cap Multifactor Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin U.S. Treasury Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Ultra Short Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin Universal Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Franklin US Dividend Booster Index ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - IFT Money Market Portfolio - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - LMP Capital and Income Fund Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam BDC Income ETF Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam BioRevolution ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Putnam Core Bond Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Core Equity Fund Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Dynamic Asset Allocation Balanced Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Emerging Markets ex-China ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam ESG Core Bond ETF Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam ESG High Yield ETF Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam ESG Ultra Short ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Focused Large Cap Growth ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Focused Large Cap Value ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Government Money Market Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Large Cap Growth Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Managed Municipal Income Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Massachusetts Tax Exempt Income Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Putnam Master Intermediate Income Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Money Market Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Municipal Opportunities Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam PanAgora ESG Emerging Markets Equity ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam PanAgora ESG International Equity ETF
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Premier Income Trust
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Retirement Advantage 2045 Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Retirement Advantage 2065 Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Sustainable Future ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Sustainable Leaders ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Sustainable Retirement 2050 Fund - Class Y
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam Ultra Short Mac Series - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Diversified Income Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Focused International Equity Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Global Asset Allocation Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Global Health Care Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Government Money Market Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT High Yield Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Large Cap Growth Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Large Cap Value Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Mortgage Securities Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Research Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Small Cap Value Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Putnam VT Sustainable Leaders Fund - Class IA
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Royce Capital Fund - Micro-Cap Portfolio Investment Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Dividend Value Fund Service Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Premier Fund Investment Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Quant Small-Cap Quality Value ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Royce Small-Cap Fund Investment Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Small-Cap Opportunity Fund Investment Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Small-Cap Special Equity Fund Investment Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Royce Small-Cap Value Fund Service Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Templeton Dragon Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Templeton Emerging Markets Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Templeton Emerging Markets Income Funds
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Templeton Global Bond VIP Fund - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Templeton World Fund - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - TIF Foreign Smaller Companies Series - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Bond ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Core Plus VIT Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Diversified Income Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Emerging Markets Debt Fund Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Global Corporate Defined Opportunity Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Global High Income Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Government Reserves - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset High Income Fund II Inc HIX
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset High Income Opportunity Fund Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset High Yield Opportunity Fund Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Inflation-Linked Income Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Inflation-Linked Opportunities and Income Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Institutional Liquid Reserves - Institutional Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Intermediate Maturity California Municipals Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Intermediate Muni Closed End Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Investment Grade Defined Opportunity Trust Inc
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Investment Grade Income Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Long Credit VIT - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Managed Municipals Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Mortgage Opportunity Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Municipal High Income Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Municipal High Income Fund Inc.
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Oregon Municipals Fund Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Pennsylvania Municipals Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Premier Bond Fund
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Premier Institutional Government Reserves - Capital Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Premier Institutional Liquid Reserves - Capital Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Premier Institutional US Treasury Reserves - Capital Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Short Duration High Income Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Short Duration Income ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Western Asset Short-Term Bond Fund - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset SMASh Series C Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset SMASh Series Core Completion Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset SMASh Series Core Plus Completion Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset SMASh Series M Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset SMASh Series TF Fund - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Report - Western Asset Total Return ETF - Single Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Mailed hardcopies unavailable.
Annual Report - Western Asset Variable Global High Yield Bond Portfolio - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Annual Stewardship Report - ClearBridge Investments Innovation Advancing Sustainability and Investment Outcomes
Mailed hardcopies unavailable.
ANNUAL VOTING REPORT
Franklin Templeton Investment Management Limited
This voting report has been prepared in compliance with the requirements of the European Union’s Shareholder Rights Directive II and related legislation.
Mailed hardcopies unavailable.
AOR-DONT-MIX-POLITICS-AND-INVESTING-POSTER
This poster is from a slide in the AOR presentation.
Application - Franklin 529 - New Account Individual or UGMA/UTMA
Use this form to open a new individual or UGMA/UTMA program account
Application - Franklin 529 Entity Account
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Application - Franklin Account
Open and invest in most funds using this application.
Application - Franklin Account for Transfer on Death Registration
Use this application to open an Individual or Joint Tenant mutual fund account in a Transfer on Death registration.
Application - Franklin Business Account
Use this application to open new accounts that are registered to businesses, including corporations, partnerships, limited liability companies and sole proprietorships.
Application - Franklin Business Retirement Plan-Investment Only Account
Use this form to invest in an Investment-Only Business Retirement Plan Account Application (to be completed by the trustee(s) of the plan),
Mailed hardcopies unavailable.
Application - Franklin Coverdell Education Savings Account
Coverdell Education Savings Account Application
Application - Franklin eContributions Services Employer
Required form for use by employers when setting up a Franklin Templeton SIMPLE IRA or SEP IRA. Note: Not to be used by Payroll Services, CPA firms or Common Remitters.
Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.
Application - Franklin SIMPLE/SEP IRA
Participant account application for SIMPLE IRA or SEP IRA. Employers: An eContributions Employer Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts
Use this form to open a new program account for an individual or UGMA/UTMA account.
Application - NJBEST 529 Entity Account
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Application - Putnam Coverdell Education Savings Account adoption agreement
Open a new Putnam Coverdell ESA. (FM320)
Application - Putnam Mutual fund account application (new accounts)
Open a new retail mutual fund account. (FM503)
Application - Putnam mutual fund account Application guide for legal entities
Open a new retail mutual fund account for a legal entity (corporation, partnership, Limited Liability Company, non-profit foundation). (FM540)
Application - Putnam Prototype Simplified Employee Pension Plan Adoption agreement
For employers who wish to establish a Putnam simplified employee pension plan as described in section 408(k) of the Internal Revenue Code. (FM336)
Application - Putnam SARSEP Employee Agreement Form
SARSEP Employee Agreement Form (FM335)
Application - Putnam SIMPLE IRA Adoption Agreement
Use this form to open a new Putnam SIMPLE IRA (IR760)
Application - Putnam Traditional or Roth IRA adoption agreement
Use this form to open a new Putnam Traditional IRA or Putnam Roth IRA. (IR770)
Application - Western Asset SIMPLE IRA Distribution Form
Use this form to request a distribution on your SIMPLE IRA account
Mailed hardcopies unavailable.
The respective Boards of Directors/Trustees (each a “Board”) of the Funds have adopted this Charter to govern the activities of the Audit Committee (the “Committee”) of the Boards with respect to their oversight of the Funds.
Mailed hardcopies unavailable.
The respective Boards of Directors/Trustees (each a “Board”) of the Funds have adopted this Charter to govern the activities of the Audit Committee (the “Committee”) of the Boards with respect to their oversight of the Funds.
Mailed hardcopies unavailable.
The respective Boards of Directors/Trustees (each a “Board”) of the Funds have adopted this Charter to govern the activities of the Audit Committee (the “Committee”) of the Boards with respect to their oversight of the Funds.
Mailed hardcopies unavailable.
The Board of Trustees (the “Board”) of Western Asset Inflation-Linked Income Fund and Western Asset Inflation-Linked Opportunities & Income Fund (each a “Fund” and, collectively, the “Funds”) has adopted this Charter to govern the activities of the Audit Committee of the Board with respect to its oversight of each Fund.
Mailed hardcopies unavailable.
Auditors' Report
Mailed hardcopies unavailable.
Barron's Best Fund Families of 2023 Article Reprint
Highlights Putnam's strong rankings in Barron's Best Fund Families report.
Booklet - Putnam IRA form booklet (traditional/Roth)
Forms for traditional and Roth IRAs. Part of the Putnam IRA client kit. (IR700)
Brandywine Global Proxy Voting Policies & Procedures
Brandywine Global Proxy Voting Policies & Procedures
Mailed hardcopies unavailable.
BrandywineGLOBAL - Corporate Credit Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Corporate Credit Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Corporate Credit Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Corporate Credit Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Corporate Credit Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Corporate Credit Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Corporate Credit Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Corporate Credit Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Diversified US Large Cap Value Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Diversified US Large Cap Value Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Diversified US Large Cap Value Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Diversified US Large Cap Value Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Diversified US Large Cap Value Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Diversified US Large Cap Value Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Diversified US Large Cap Value Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Diversified US Large Cap Value Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Diversified US Large Cap Value Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Diversified US Large Cap Value Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Flexible Bond Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Flexible Bond Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Flexible Bond Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Flexible Bond Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Flexible Bond Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Flexible Bond Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class C1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Global Opportunities Bond Fund Distribution Report - Class C
The list below provides a summary of the 2019 distributions paid by the Legg Mason taxable funds whose distribution character differed from what was originally indicated on shareholder statements.
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BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class C1
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Global Opportunities Bond Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - High Yield Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - High Yield Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - High Yield Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - High Yield Fund Flyer - Class I
This is a one-page flyer for BrandywineGlobal High Yield to discuss why High yield and why the fund.
BrandywineGLOBAL - High Yield Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - High Yield Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - High Yield Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
BrandywineGLOBAL - Multi-Sector Opportunities Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
Mailed hardcopies unavailable.
Brochure - 16 Rules for Investment Success by Sir John Templeton
Sir John Templeton shares his time-tested strategies for global investing.
Brochure - A guide to separately managed accounts
A guide to understanding Separately Managed Accounts - includes how the accounts work, who can benefit from them, and the difference between an SMA, mutual fund and ETF.
Brochure - Active ETF Industry Report
Active ETF Industry report
Brochure - Aim Beyond the Horizon Franklin Templeton Active Muni Bond ETFs
Franklin Templeton muni capabilities and why active management is critical. Non-product.
Brochure - Clarion Partners Real Estate Income Fund Holdings Profile
Investment overview and underlying property details for holdings of Clarion Partners Real Estate Income Fund
Brochure - ClearBridge Dividend Strategy Portfolios: The power of dividends
A brochure highlighting ClearBridge Dividend Strategy Portfolios.
Brochure - ClearBridge ESG Portfolios - Harmonizing values and returns
Our Environmental, Social and Governance (ESG) investment program offers you the option of having your portfolios reflect your values.
Brochure - Climate-Related Risk and Opportunity Report
Aligned with the Task Force on Climate-related Financial Disclosures, the sustainable investing team examines climate risk analysis and processes in this inaugural report.
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Brochure - Fiduciary Trust International - Part 2A of Form ADV: Firm Brochure
This Brochure provides information about the qualifications and business practices of Fiduciary Trust International, LLC. If you have any questions about the contents of this Brochure, please contact us at (781) 274- 9300. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Mailed hardcopies unavailable.
Brochure - Five reasons why investors buy and hold Franklin Income Fund (A Class)
This brochure highlights five reasons why Franklin Income Fund has been a popular choice among investors since 1948.
Brochure - Five reasons why investors buy and hold Franklin Income Fund (Advisor Class)
This brochure highlights five reasons why Franklin Income Fund has been a popular choice among investors since 1948.
Brochure - Franklin 529 College Savings Plan
This brochure addresses the value of a college education, projected college costs, ways to pay for college and the benefits of Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority.
Brochure - Franklin 529 College Savings Plan - Program Description
Provides details about the Franklin Templeton 529 College Savings Plan, including investment options, fees, expenses and investing risks.
Brochure - Franklin 529 College Savings Plan: A smarter way to invest for education
This convenient brochure outlines the smart reasons to invest for college with Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority.
Brochure - Franklin BofA World Index
Educational brochure providing an overview of the Franklin BofA World Index.
Brochure - Franklin DynaTech Fund - Public
A brochure highlighting how Franklin DynaTech Fund invests in innovation
Brochure - Franklin Factors US Index
Educational brochure providing an overview of the Franklin Factors US Index.
Brochure - Franklin Income Fund: The Power of Income.
To commemorate the 70th anniversary of Franklin Income Fund and its 70 years of uninterrupted dividends, this client use brochure looks at how Franklin Income Funds dividends have helped investors achieve different goals.
Brochure - Franklin Municipal Bond Ladders
Franklin municipal bond ladders are designed to deliver tax-free income from a well-diversified portfolio of municipal securities with laddered maturities.
Brochure - Franklin Rising Dividends Fund
A brochure emphasizing the Franklin Rising Dividends Fund's strategy, benefits and results.
Brochure - Franklin Templeton Core Multi-Manager ETF Portfolios - AdvisorEngine
Core Multi-Manager ETF Model Portfolios Available on AdvisorEngine Platform
Brochure - Franklin Templeton Emerging Markets Equity - Stewardship & Sustainability Report
Franklin Templeton Emerging Markets Equity Stewardship Report as of December 31, 2023
Mailed hardcopies unavailable.
Brochure - Franklin Templeton Fixed Income: Municipal bond separately managed accounts
This brochure presents Franklins municipal bond separately managed account capabilities, as well as the benefits of professional municipal bond management. Highlights the Franklin Intermediate Municipal SMA strategy.
Brochure - Franklin Templeton Institute Overview
FT Institute Capabilities Brochure
Brochure - Franklin Templeton Model portfolios - Envestnet
A comprehensive list of model portfolios currently available on the Envestnet Platform.
Franklin Templeton Model portfolios Available on the SMArtY Platform by SMArtX Advisory Solutions
Brochure - Franklin Templeton Multi-Manager HNW Portfolios Available at Envestnet
A brochure that outlines the five multi-manager portfolio options for high-net-worth investors available at Envestnet.
Brochure - Franklin Templeton SIMPLE IRA: Employees Guide
This brochure discusses the features and benefits of a Franklin Templeton SIMPLE IRA, and describes how to get started.
Brochure - Franklin US Core Plus Index - Insight. Precision. Flexibility.
Brochure in support of the Franklin US Core Balanced Index
Educational Brochure providing an overview of the Franklin US Index.
Brochure - Leaders in Municipal Bond Investing
Overview of Firm's municipal bond capabilities
Brochure - Learning from the lessons of time
This brochure takes a look at history, the rise and fall of markets over time and how those lessons may help investors stay on course to reaching their investment goals.
Brochure - Municipal bond separately managed accounts
Highlights the benefits of municipal bond investing in a SMA which offers professional investment management from Franklin Templeton Fixed Income and Western Asset, high levels of customization and a wide range of services designed to assist advisors and clients in understanding the municipal market.
Brochure - NextGen Client Select Series
The charts in this brochure describe the Franklin Templeton Investment choices available through NextGen, a section 529 Plan.
Brochure - NJBest 529 College Savings Plan - Program Description - Direct Sold
Provides details about the NJBEST 529 College Savings Plan, including investment options, fees, expenses and investing risks.
Brochure - Participant approved value-add resources
Brochure that outlines value-add materials approved for investors
Brochure - Putnam Large Cap Growth Fund
Creating inventory code for existing Putnam Large Cap Growth Fund Brochure.
Brochure - Putnam U.S. Large Cap Value Equity Concentrated
Creating inventory code for existing Putnam US Large Cap Equity Concentrated SMA.
Brochure - Re-think Social Security
A brochure that looks at some of the issues that should be considered before making decisions about starting Social Security benefits.
Brochure - Retirement Guide: Creating a Financial Game Plan
Discover a practical guide to developing a financial game plan, highlighting the benefits of consolidating your savings for better manageability. Includes three worksheets to help you organize information and collaborate with your financial professional to create a personalized plan.
Brochure - Rising Rates: What You Need to Know
This client-use brochure covers the factors that can impact interest rates, why not all fixed income is created equal and strategies to consider for a rising rate environment.
Brochure - Saving for education with 529s and the effect on financial aid
This brochure helps explain the financial aid formula, including how income and different savings vehicles can affect financial aid awards.
Brochure - Six barriers to investment success: Uncovering your behavioral biases
Brochure covering six common behavioral biases and how they may affect investor decision-making.
Brochure - The Compelling Case for Crypto
Brochure that shows eight reasons to invest in digital assets..
Brochure - The Intergenerational Divide - Final wishes and ethical will
The Intergenerational Divide - Final wishes and ethical will Brochure
Brochure - The Intergenerational Divide - Heir preparation packet
The Intergenerational Divide - Heir preparation packet
Brochure - The municipal bond experts
Franklin is one of the largest muni bond managers in the United States, and has been managing tax-free income strategies for almost 40 years.
Brochure - Understanding Collective Investment Trusts
A guide to collective investment trusts (CITs), tax-exempt, pooled investment vehicles - a popular investment choice of defined contribution (DC) plan sponsors.
Brochure - Understanding Interval Funds
This brochure explains the basics of interval funds and their potential benefits for investors.
Brochure - Why Should I Invest in the Stock Market Now?
This brochure looks at historical events that may have investors wondering when was the "best" time to invest. It discusses market pullbacks and why time in the market is more important than market timing.
Brochure-BenefitBrochureHongKong- HK-en
Brochure-BenefitBrochureHongKong- HK-en
Mailed hardcopies unavailable.
Brochure-Putnam Large Cap Value Fund
Setting up inventory code for existing Putnam Large Cap Value Fund Brochure.
Candidate Privacy Notice_English v4.1_Jan 2024 - Uzbekistan
Candidate Privacy Notice_English
Mailed hardcopies unavailable.
Case Studies - Franklin Lexington Private Markets Fund
Franklin Lexington Private Markets Fund Case Studies
Case Study - Bridging Values and Sound Investing
Cast study about Franklin Templeton's Canvas platform, which enables advisors to create personalized, values-based investment portfolios through real-time screening and customization.
Chiusura di Franklin Templeton Investment Funds – Franklin Euro Short-Term Money Market Fund
Chiusura di Franklin Templeton Investment Funds – Franklin Euro Short-Term Money Market Fund
Mailed hardcopies unavailable.
Chiusura di Franklin Templeton Investment Funds – Franklin European Income Fund
Chiusura di Franklin Templeton Investment Funds – Franklin European Income Fund
Mailed hardcopies unavailable.
Chiusura di Franklin Templeton Investment Funds – Franklin Global Small-Mid Cap Fund
Chiusura di Franklin Templeton Investment Funds – Franklin Global Small-Mid Cap Fund
Mailed hardcopies unavailable.
Chiusura di Franklin Templeton Investment Funds – Franklin K2 Long Short Credit Fund
Chiusura di Franklin Templeton Investment Funds – Franklin K2 Long Short Credit Fund
Mailed hardcopies unavailable.
CINA Pty Limited, Proxy Voting Policy
upload brand new policy: CINA Pty Limited, Proxy Voting Policy
Mailed hardcopies unavailable.
Clarion Calls: 2026 Insights - Positioning for What's Ahead
Flyer - Clarion Calls: 2026 Insights - Positioning for What's Ahead
Clarion Calls: A new chapter for US private real estate
Signs a new positive private real estate cycle has begun.
Clarion Calls: Beyond the Ticker - Private vs. Public REITs
Comparing private and public REITs
Clarion Partners Real Estate Income Fund Inc. Snapshot - Class D
A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.
Clarion Partners Real Estate Income Fund Inc. Snapshot - Class I
A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.
Clarion Partners Real Estate Income Fund Inc. Snapshot - Class S
A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.
Clarion Partners Real Estate Income Fund Inc. Snapshot - Class T
A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.
ClearBridge Appreciation Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Appreciation Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Appreciation Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Appreciation Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Appreciation Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Appreciation Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Appreciation Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Annual Report - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class 1
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dividend Strategy Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Dynamic MDA Global Growth Portfolios Disclosure - N/A
FTPPG Regulatory Disclosures
Mailed hardcopies unavailable.
ClearBridge Emerging Markets Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Emerging Markets Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Emerging Markets Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Emerging Markets Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Emerging Markets Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Emerging Markets Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Emerging Markets Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Emerging Markets Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Emerging Markets Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Emerging Markets Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Emerging Markets Portfolios Snapshot - N/A
A one-page overview highlighting the strategy's ability to access a broader emerging markets universe than traditional SMA investors.
ClearBridge Global Infrastructure Income Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Global Infrastructure Income Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Global Infrastructure Income Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Global Infrastructure Income Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Global Infrastructure Income Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Global Infrastructure Income Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Global Infrastructure Income Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Global Infrastructure Income Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Growth Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Growth Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Annual Report - Class FI
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Growth Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Semi-Annual Report - Class FI
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Growth Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Value Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Value Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Value Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Value Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge International Value Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Value Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Value Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge International Value Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Investments Proxy Voting Policies and Procedures
ClearBridge Investments Proxy Voting Policies and Procedures
Mailed hardcopies unavailable.
ClearBridge Large Cap Growth Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Annual Report - Class O
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class O
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Growth Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Annual Report - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Large Cap Value Fund Semi-Annual Report - Class 1
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Semi-Annual Report - Class IS
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Large Cap Value Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Mid Cap Fund Annual Report - Class 1
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Annual Report - Class I
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Annual Report - Class IS
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
ClearBridge Mid Cap Fund Semi-Annual Report - Class 1
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Mid Cap Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Mid Cap Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
ClearBridge Mid Cap Fund Semi-Annual Report - Class I
A report containing important fund information, for the first half of the fund's fiscal year.