0001193125-20-156699.txt : 20200601 0001193125-20-156699.hdr.sgml : 20200601 20200601091800 ACCESSION NUMBER: 0001193125-20-156699 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20200601 DATE AS OF CHANGE: 20200601 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Funds Series Trust II CENTRAL INDEX KEY: 0001352280 IRS NUMBER: 204384176 STATE OF INCORPORATION: MA FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 425 SEC ACT: 1934 Act SEC FILE NUMBER: 811-21852 FILM NUMBER: 20931277 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 50606 AMERIPRISE FINANCIAL CENTER STREET 2: H27/5228 CITY: MINNEAPOLIS STATE: MN ZIP: 55474 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE SERIES TRUST DATE OF NAME CHANGE: 20070928 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE RETIREMENT SERIES TRUST DATE OF NAME CHANGE: 20060801 FORMER COMPANY: FORMER CONFORMED NAME: RiverSource Retirement Series Trust DATE OF NAME CHANGE: 20060206 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 425 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000029850 Columbia Select Mid Cap Value Fund Class A CMUAX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097438 Columbia Small/Mid Cap Value Fund Class A AMVAX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000029852 Columbia Select Mid Cap Value Fund Class C CMUCX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097440 Columbia Small/Mid Cap Value Fund Class C AMVCX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000029853 Columbia Select Mid Cap Value Fund Class R CMVRX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097442 Columbia Small/Mid Cap Value Fund Class R RMVTX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000029854 Columbia Select Mid Cap Value Fund Institutional Class NAMAX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097447 Columbia Small/Mid Cap Value Fund Institutional Class CMOZX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000079026 Columbia Select Mid Cap Value Fund Institutional 3 Class CMVYX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000129845 Columbia Small/Mid Cap Value Fund Institutional 3 Class CPHPX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000122576 Columbia Select Mid Cap Value Fund Advisor Class CFDRX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097443 Columbia Small/Mid Cap Value Fund Advisor Class RMCRX CENTRAL INDEX KEY: 0001097519 S000010792 Columbia Select Mid Cap Value Fund C000122577 Columbia Select Mid Cap Value Fund Institutional 2 Class CVERX CENTRAL INDEX KEY: 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097445 Columbia Small/Mid Cap Value Fund Institutional 2 Class RSCMX 425 1 d935700d425.htm COLUMBIA FUNDS SERIES TRUST Columbia Funds Series Trust

 

Filing by Columbia Funds Series Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934.

Subject Companies:

Columbia Funds Series Trust

(SEC File No. 811-09645)

Columbia Funds Series Trust I

(SEC File No. 811-04367)

Columbia Funds Series Trust II

(SEC File No. 811-21852)

Supplement dated June 1, 2020
to the Prospectus and Summary Prospectus, each as supplemented, of each of the following funds:
Fund Prospectus and Summary Prospectus Dated
Columbia Funds Series Trust  
Columbia Select Global Growth Fund 7/1/2019
   
Columbia Funds Series Trust I  
Columbia Disciplined Small Core Fund 1/1/2020
   
Columbia Funds Series Trust II  
Columbia Contrarian Europe Fund 3/1/2020
Columbia Small/Mid Cap Value Fund 10/1/2019
(each, a Fund, together, the Funds)
As previously announced in February 2020, the Board of Trustees of each Fund, having determined that a reorganization of that Fund was in the best interest of the Fund, voted to approve an Agreement and Plan of Reorganization to reorganize the Fund (each, a Target Fund) with and into the corresponding acquiring fund presented in the table below (each, an Acquiring Fund). Pursuant to applicable law (including the Investment Company Act of 1940), each reorganization may be implemented without obtaining shareholder approval. The reorganizations are expected to occur on or about July 10, 2020 and are expected to be a tax-free reorganization for U.S. federal income tax purposes. Additional information about the reorganizations has been provided in a Combined Information Statement/Prospectus, which was sent to shareholders of record as of March 25, 2020.
    
Target Fund Acquiring Fund
Columbia Contrarian Europe Fund Columbia Overseas Core Fund
Columbia Disciplined Small Core Fund Columbia Small Cap Value Fund I
Columbia Select Global Growth Fund Columbia Select Global Equity Fund
Columbia Small/Mid Cap Value Fund Columbia Select Mid Cap Value Fund
The foregoing is not an offer to sell, nor a solicitation of an offer to buy, shares of any Acquiring Fund, nor is it a solicitation of any proxy. Because each Target Fund will reorganize into the corresponding Acquiring Fund on its reorganization date, you should consider the appropriateness of making a new or subsequent investment in the Target Fund prior to its reorganization date. You should consider the investment objectives, risks, strategies, fees and expenses of an Acquiring Fund and/or Target Fund carefully before investing. To obtain an Acquiring Fund's current prospectus, shareholder reports and other regulatory filings, contact your financial intermediary or visit columbiathreadneedleus.com.
Shareholders should retain this Supplement for future reference.
SUP000_00_099_(06/20)