Class | Ticker Symbol | |
Class A Shares | CAEAX | |
Class C Shares | CAECX | |
Class I Shares | CAFIX | |
Class R4 Shares | CLOFX | |
Class R5 Shares | CAEEX | |
Class Z Shares | CAEZX |
Shareholder Fees (fees paid directly from your investment) | |||
Class A | Class C | Classes
I, R4, R5 and Z | |
Maximum sales charge (load) imposed on purchases (as a % of offering price) | 5.75% | None | None |
Maximum deferred sales charge (load) imposed on redemptions (as a % of the lower of the original purchase price or current net asset value) | 1.00% (a) | 1.00% (b) | None |
Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment) | ||||||
Class A | Class C | Class I | Class R4 | Class R5 | Class Z | |
Management fees | 1.19% | 1.19% | 1.19% | 1.19% | 1.19% | 1.19% |
Distribution and/or service (12b-1) fees | 0.25% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Other expenses | 0.61% | 0.63% | 0.50% | 0.62% | 0.55% | 0.60% |
Total annual Fund operating expenses | 2.05% | 2.82% | 1.69% | 1.81% | 1.74% | 1.79% |
Fee waivers and/or expense reimbursements(c) | (0.30%) | (0.32%) | (0.28%) | (0.31%) | (0.28%) | (0.29%) |
Total annual Fund operating expenses after fee waivers and/or expense reimbursements | 1.75% | 2.50% | 1.41% | 1.50% | 1.46% | 1.50% |
(a) | This charge is imposed on certain investments of between $1 million and $50 million redeemed within 18 months after purchase, as follows: 1.00% if redeemed within 12 months after purchase, and 0.50% if redeemed more than 12, but less than 18, months after purchase, with certain limited exceptions. |
(b) | This charge applies to redemptions within one year after purchase, with certain limited exceptions. |
(c) | Columbia Wanger Asset Management, LLC (the Investment Manager) has contractually agreed to waive fees and reimburse certain expenses of the Fund so that ordinary operating expenses (excluding transaction costs and certain other investment-related expenses, interest and fees on borrowings and expenses associated with the Fund’s investment in other investment companies, if any) do not exceed the annual rates of 1.75% for Class A shares, 2.50% for Class C shares, 1.41% for Class I shares, 1.50% for Class R4 shares, 1.46% for Class R5 shares and 1.50% for Class Z shares, through April 30, 2016.This arrangement may only be modified or amended with approval from all parties to the arrangement, including the Fund and the Investment Manager. |
■ | you invest $10,000 in the applicable class of Fund shares for the periods indicated, |
■ | your investment has a 5% return each year, and |
■ | the Fund’s total annual operating expenses remain the same as shown in the Annual Fund Operating Expenses table above. |
1 | Columbia Acorn European FundSM |
1 year | 3 years | 5 years | 10 years | |
Class A (whether or not shares are redeemed) | $743 | 1,153 | $1,589 | $2,795 |
Class C (assuming redemption of all shares at the end of the period) | $353 | 844 | $1,461 | $3,124 |
Class C (assuming no redemption of shares) | $253 | 844 | $1,461 | $3,124 |
Class I (whether or not shares are redeemed) | $144 | 505 | $ 892 | $1,974 |
Class R4 (whether or not shares are redeemed) | $153 | 539 | $ 951 | $2,101 |
Class R5 (whether or not shares are redeemed) | $149 | 521 | $ 918 | $2,029 |
Class Z (whether or not shares are redeemed) | $153 | 535 | $ 943 | $2,081 |
■ | A strong business franchise that offers growth potential. |
■ | Products and services in which the company has a competitive advantage. |
■ | A stock price the Investment Manager believes is reasonable relative to the assets and earning power of the company. |
Columbia Acorn European FundSM | 2 |
3 | Columbia Acorn European FundSM |
Columbia Acorn European FundSM | 4 |
Year
by Year Total Return (%) as of December 31 Each Year* |
Best
and Worst Quarterly Returns During the Period Shown in the Bar Chart | ||
![]() |
Best | 1st Quarter 2012 | 17.69% |
Worst | 3rd Quarter 2014 | -9.07% |
* | Year to Date return as of March 31, 2015: 4.39% |
Share
Class Inception Date |
1 Year | Life of Fund | |
Class Z | 08/19/2011 | ||
returns before taxes | -7.52% | 12.40% | |
returns after taxes on distributions | -7.59% | 12.27% | |
returns after taxes on distributions and sale of Fund shares | -3.86% | 9.86% | |
Class A returns before taxes | 08/19/2011 | -13.09% | 10.15% |
Class C returns before taxes | 08/19/2011 | -9.35% | 11.28% |
Class I returns before taxes | 08/19/2011 | -7.49% | 12.43% |
Class R4 returns before taxes | 06/25/2014 | -7.49% | 12.41% |
Class R5 returns before taxes | 11/08/2012 | -7.54% | 12.39% |
S&P Europe Between $500 Million and $5 Billion® Index (reflects no deductions for fees, expenses or taxes) | -5.35% | 13.80% | |
Euromoney Smaller European Companies (inc UK) Index (reflects no deductions for fees, expenses or taxes) | -7.67% | 11.72% |
5 | Columbia Acorn European FundSM |
Portfolio Manager | Title | Role with Fund | Service with the Fund Since | |||
Andreas Waldburg-Wolfegg | Portfolio Manager and Analyst | Co-manager or lead manager since inception in 2011 | 2011 | |||
Stephen Kusmierczak, CFA | Portfolio Manager and Analyst | Co-manager since inception in 2011 | 2011 |
Online | Regular Mail | Express Mail | By Telephone | |||
columbiathreadneedle.com/us | Columbia
Funds, c/o Columbia Management Investment Services Corp. P.O. Box 8081 Boston, MA 02266-8081 |
Columbia
Funds, c/o Columbia Management Investment Services Corp. 30 Dan Road, Suite 8081 Canton, MA 02021-2809 |
800.422.3737 |
Class | Category of eligible account | For
accounts other than systematic investment plan accounts |
For
systematic investment plan accounts |
Classes A & C | All accounts other than IRAs | $2,000 | $100 |
IRAs | $1,000 | $100 | |
Classes I & R4 | All eligible accounts | None | N/A |
Class R5 | Combined underlying accounts of eligible registered investment advisers | $100,000 | N/A |
Omnibus retirement plans | None | N/A | |
Class Z | All eligible accounts | $0,
$1,000 or $2,000 depending upon the category of eligible investor |
$100 |
Columbia Acorn European FundSM | 6 |
"UQLPU\$"RB``01<"`7"BN0@$*')YC@S'9X MB=!!!=48Q(T%(6P0@04?<,`C!JOE58T%W23^28$$\3F0`"8(W$//(@5$@@!_ MDY!`V`(Y68*)`6"&">:7819@YI?U!$!`!2MT4@022##Q!!/#F")$#T`(L8,- M,\``@TDDK`#$%59T,0898B3Z!1=?;''%%%`@PG MUF`@ZJ@-$#(3D]^8,],XDBB@#@)B+F)``?H(`*:M]AA`(((*'J@@`?/`1EH$ M+W$P@08<=&"CLAR$X%4)Z+7@YTDQI&0##CGD\(.>/@@Q!!)']%###)FVP&EC M,[P@P@6$29`3DH4ML`!L\\JK`)@$[+H/`D"Q0$,/0M!P40Y`^-`#$DU(H<48 M8URAA!9GH*%%$T;^$('$$D?DX`)Z)7C``08?A*"8!3-!L%\".Q4B@0489/#A MRW(I)I:R'8PZ:@4LJV8!O$Y>F1,%[HV`'@HH/(:1#2\L
"]6V&1?"`:J(BR0`D%5B]302-),``30L<$&:NND;@`A1;*-?%
MHL<%8T44>0*Q0[;/"7Q##M?^\`,-&[-PD@PUW!`#ITL/UD$)BL?P'0PZZ"`#
M"QX@*<$V]C9BP`&B!\L?F(M<0@"PL^)K)@$%P`ZLO@$`4+OMOO*:^^X'TKZ[
MOK0+8`$**:1P@@I$L\"""RR<\($'8:NU\_052&"J60O`*H\"#U!@`0?^X%<#
M[:=%HT!"IZ!^$+9J0I*ULFD[ZXPSRQD0B376YNPDZX,(ZHK)`&8*@)CF@8`/
M5*!>"YC5A!8XH0(-0`,PZ,%&"N:1)RBA%$4P@A#ZAH-T;:<%*0A(#)P0%3'H
M`@Q@:-06NB"%)M#I"$6H3C**\@+%;4=Y8;&+>&KS@<$L"34XR8DY>.,`+C'`
M5?Q!@``B),!Z,/`>!\+=K@!`12D"D'3W4562+&`U"T"/`VRQ!M.2UH(87.>,
MU_(!=%@AA!S,0`4I(%I8&*."KA`&-^J`C3D"-`G?Y$M"#1J`!()B1K_5X")%
M@.%'IK"%+SB,"%4@PQB@D,&L,&$(.'!!":C^T0%NM&Q):BGBJWRS`$-,@`(8
MX,M;>DB-'M;F+=>@QEM&4#_%),L".*N`]UPR$$,\@$E.(H``'B&OM/@E`W4Y
MGAEE$"VAH2=36NK`6+PX&%Q"0#XS00R2S/&(;Q1"9?&1A`$(,H$%#(@>"H0B
M%#7`@RD`XPI?,.$6I."$+("!"U!0`A**\!P=[*`B1O$G$')`@^;9D`:P8&9>
M4-"7@WC@`RMPP0WR-`.O=``"*+-$)A1@#EW)0U>I$]`31UJ[V]VNBB:EHCYL
MIU+>N=1`+'4I``:P`)>9@"%+@TP-16"!@?`F;?+"3RGWJ+U[L,,F.PI(&/7"
M*;N8($ F*F"K8Z::Y0X.ZF^-(V@O8`.W(9#:MFUD"00^@(^-
M$!PS8(\X0FLX8QM?-$#'(3,HD)#V9UUN$;$K9@`20(-6!*,L0`.@DARVB5.Q
M)@*RU(WYPARV`++PEA1F@1/UIVQ4\QK196!I420CID8WEU0-^4\EUFQX&"W?
MH%:VU`$L4!$]D)$N4`)[YETF)*]PR8-+B22P`5;DL:`>8J]9%X*J!@X.D*?[
ML' '^+I#9%-!WRX-%SNSB0J9/ON%0)\`$I,%,UI=9`4`5;H`0LH`$6
MTP'7U'`88$GI$4$2L`%HB`%HZ!.?T0$<(`'^7V'"Y!5*K\R3R3L!_(>1_0"*
MA>#&?E1K+C$"'O`,PD(>G#0W:I0*ZV:%FN`!%Y`[-H$,?HD[S \`
M5E/"$+YB`$ES$;&B&V'H<5=H'"#G$A*Y?@A1"UG(:P1S$1EY:PB):PK^8`(P
MP#EJESG=<&,[H`.<0X_9H4^54TCE<1X.MI;P@'27D&%T,WHBJ6=L`C@,40N(
MF&?*)1N\8B=T=7[Z!2$!4`"2F)+)0IG=@`V\]"A6-5!JN#DWM@W:(!Z9IB$O
M0(LJ,`,^4`0^$#L?4`(T`3H^,)0K(`(I$`XNT`&KIP$3U@%[PP`XR#!,,GJC
MP1*GB8A4TA_84W#[L@A0L@AUQA^(R!?;N!#]88U\H1(2D`+^-R11-0WKZ"=@
M,`9EP%1_PD1&T03;T3584U#T6)1K`R:>@B76Q"4@<#T/`"KOXBG#(P$-',(AH`](;DW4. 0NB`G!%TS-&DT*WL)%[`5BN9*FT"X7'`7,K%QA@3`NF1AMH8GJ!\YT9D&$6
M<`@X:#(9`!<9VS>,#5A&0P`;$*B5`B)%<`34\`1&$-96<`51L`2*O`9NH`9H
MX-MA<`55(`9HL`9L,`92\`.[%#LSP!5JH,E`<&XG4`&ZJ`,U4%L>X`$74`N'
MHR`+`6R_\FOS*<=R6M@1T<7Q+'_,A0KI@*BXY1YWM[J?\`&2(*P8(((9EC+E
M/!&,B*D'N='+NW(ZT\T*`$,(@4(+&4,"HQ>W<#>KY]UP,F9W4P'0^)["=;FN
M4EY@.+4`T0$?$X0X!"+_@R(@'C+L8!DER&G^E#$"8307&7`!8@6:=G-G#)%Z
M_*82=,20@[-.&@US0\/1*)E+T:DU6C$$1F`$7#-@6X,6/A`$LF4BCS)\/G>V
MS=0QG/$)\*`)B30#HF@#*5`)+4`Y)Z`!HR$P-KH(V_2=H;8@QCCA]U)'GNIJ
M4+U"PE4XKM="@O,*@Z@? `AC"4HJ3(+&5`,
M'4`Y\XH`T?8/AD!M#4J0`TE*CW*N;@I]$W`"+[!0;7$$Y <`",$4TD'6.`"$DR@6MFXX`%ZU:OU`&``R1L6
M"5@0`V3)H%SK<)4$"*&9O1C@`#"+4H'*]A&]#0\9(CC5 DXI'F5SQ$Q^H@C&2*U']2!2.64@@`V!Y
MBJHL(((4F"D%H5@%!4T@BA?\BALWH($+:#"#/%W/!!6.\2E*`$9F\A"9?B01"",(@7P``''96N#$I`QGZ)8$VI
MK4":R8D.<=CB1M?\)X3W,[AE.E))D1*2#7/[9``Q5.K*R&,[9$'/UL&55,;8
MYZVO.'#3Y070+[:Q_%*G.'OQV%#N`:"4A:S;"-,N/A\.@+UFC0`!&`"W3G[R
M?9Z4'V1$@`0IF`$.?&!)(6CY!D)@0A.*@`,;Z$`;GT"K2VN0P!/DT@/^+`#V
M66?@J^/-(#&+D&6#,*M3;/-NA3;Y,`+G^P$4L0#A.@+A,0)F9$:J$`+_AKD,$",':7NDNK/ZLHZ4ZDQ6
M:ZG_@3G`X",T,JDOU@ZBV3L*YADDLGQ#J2H4L4VOK$+;J>7AU!Q(CI2V2XNCJ;L-X%):A/_%),Q>=NNY.
M(%.&`CB`!((0J,Q30(\5/4:@TD*@1%'P`S8@`^E#@7(QT1AS#`%J"T7^62$@
MDT3KM%"1"!,0`C=%M`13X\`ZQ6S$&!84>R5"E/!,%$52/ZKNBDUNK"*1RE(^
M>`Z>F\60)+MV`-GR5Q/U$EPVQT;0D>T5/5&P!`TO+EY^*4MP-4RP!6CP!=*#
M!56PD4\0
4(`
M+\R$JW:S@QTX1B+2I((5N`"&,O20(`81(A"'Z`4L0"$*2!C"$!!CMAC<`&YG
M6Y+S2+/+$]P@G"S^U0$-6"*"$\#`;3#X``6W$CEG8("O@VJ&P!*:/Z(LA2^=
MHM(]T4,`D$6C4O8*H:8<$!:"-M`":0E!\S[#/LT@27$R2*<)ZI(!J)8`!87*
M%P(.(%EM.,`$*@C-M7Z@`QX`@64^&*46\8&/0T"3!S^`YK*.9(,7L#N911
MC"A@"<*)H`,$N@1?-%',%)I#`BU8XC(',1'A(*$)4<#"0[3),B5HX0M/,).#
M5TF]W^3@$:,906'.=+?PR!,]4D/=1"?+MP/$9@%PB5BAKCBM65R@/QZ(E#!2
M$993O'`OK!*9A0#S("I-*,`=S2KJ5`4URJ8P1%E5L>GH_#<'J$4%0'C^@A26
M`P8Q<($+64C"#(#DF98,J:88B$`':``$'RRQOHG;#MM&DUQ,FX`%[_M)"%I1
M`7?0242MNTWX]F:`"K"`!CD@Q"N1*PLVRF8:TW#318ER278XP*^J$-('5C,!
M!7I%%G\%QBD4]494(.,72`$0-)#1CDLMA0%A<4IL.NNF`]1IR10&&+50_L[:%ST`-2;%!?:$_?!-Y)3A'F[``4A8@1[MEI8(
M!I*.CY+][?/M%-!C$('#"A@U:.`X\D0)#QI!KFBQ\J2)$1X)=1BQPL0'#10D
M6.3@D:-&W%7-3PP>M%L1`6,EA84)#$B&`J:-"HX>E&CB)#AA0A@NO^AE$;
M2&O(<-'"Q8L6PH@-LT8BQ(@1&3)XX##AFP,'"19\76!/G@)\_2`U.@0I@847
M.H0$%5)D21$A/8S6J,%#")`;"H/DD!$C1Q"BA(W.8&%"Q`N=-6"T>'`V0($"
M_1XM8KNVD6=(F4UD=:0(((%SY\P##!@@<1(28H,'!Z0@4)8.69)5MO@0*!
M[GZ?3:!YLR)"GSU'6I16].C,FO6-5JL/08<3,7#H`%(DB:T>-G3$6';CB)(B
M1Z1
0[U*9"C'@6F394
MG6$(FV9]RL1?1D=48%<`9U$!)B`#*^-]]^-8W*4$J!@%3!`42\`$MR`$0=!9
M.*`OM+9P\<<4O_4HQ65<(F!L%A`"7+%GRC-MAY5277$CX7"%.IX-\I]1@
M#R8=0-4^T3$:"#`!'W`I\8(@]8(#0<`$6(0#2@`%1,`"'W`"]O0F>$$#P^4"
M)-8"304$O"`#+%#^`B(`(B(!BE"`!#S0`EQA<69$`J\%#`3S0"XP+PF2EY:C
M#0ERA"!1#"%AEL8E>5,S#:L!/4RR4JY#A
(@F@
M9D8Q``IX<6-%"@M"T4Y<,`71689GZ(MC<`9<@`1(X')
X(80E("$G7UC#&)C@@QXL
ME`E<8,(3O@#:+4#!"E-0PA`^*P8SC.$*0O#.UG1``QUT`P
B4B=TT.%UG--\E55258ML@`+9R#GRV`'9"
M?=(G*YL2$!ID/4F7="_1&"'`$^EQ(2&P<+X@/Y>T"(M".@4P2<'5`C,`3#L`
M%S`77UJV!5E`@D[6C$]`!5\`!GRX`S.@&;LP&"30`C(``YGS$[P7(AI4#C1C
M%(I@CDA3(D*QCCD%;>)U>Y'V4ZDA)IJ$,F<5`F6%CW$G.1A05N=8D6\`)R5`.ZUFLK$1G\-C)F(Q/&5!.MTAF2
MU8K?4@[@X@@@9&?G@%/^L0RQT87:=H&48HD(("]<`00"-H+\8H+$@4NR-%]=
MP%]7P`1?!$QO]('5,1+),@.!H1'.8P(O(1XO46RHUG+&`P,G,'T5`!J,9CE=
MM0C2QV.68!2K\`KBLB8)H#C@=1_]@PJZXC?^LW*Z%U4&X``B$!9$@`1:X%#+
M07-D4(=AH&ZZ5`1*P`1"H`/#-!(1HQ$MD$C^AFB1(J`3/?E@&J2`8&)-D9)B
MD")`_],KW%1>@U,ZHO,:TG`*=G-B*18`0;,`L6DKAV`GTQ*2!UL)`>YY$(1K$,"]$?"'<3+$!'.S`$HDD#-2`$DI<$
M2&`$$:4%FXD&72`%6M!1V'$=O.8\'UD"D8$9&P`+<+5WE)5)2Y$,1Z,,L8>`
M#H)3[32>.@,1]2%V?U
7-43XL)HI)0@F_`S71=VGF5%
MV]`HL2(0-K9,(K"(P"`_(9!,G,$>VC$('"`+%*-T#>C
M0BK;(7R2V!(0FRY186D-(`'D&3AXYXGT!,2-)J9.<8H7.!=2C+NUPQTQ6\S[\$>1AS@O1!A.20!+5RI6AC$@NO!&1
MX92&3C51%D\HQ3#:!&0`]3A*PM@'J(?NI'T+8=3;WI0`$6C@4;\K(EXT(H#?
MU8DDJN*42)H(FY3,DT[NM!40,?([ELHF?.1S7K4"=9<"7.`%?@%A$("@`^6(
M<8S>6>$/OB5-&7P'!T#`@0R`@0)IN.)*&+#^2#Q*(PZQ1(0U12%`IFSR/EB]
MQF`^48E6H'<00"U4)Y=J&-U`1:A=S`)F%+C&A#96(@I\0`7,848-!NN<,8IB
M$55=12LP(($*2&*7,2`9R7(@A,`<`0J8I<\5W,,%+$1!:NH)4(`*680\/F&/
M8RB#U8@P!"*\T`7%9(6]R):OP,D"`ZN(ERLR]X`(Z+5SHI&(-^I1@+;2+96=
MFY#9UH:B?RE@,R-`(RM,((D948)TC&C<+KD3.L\WMI"P(Y7X]JQ"7Y7P`5:H`1"`'E%
M%27O[0'9<4D@P`@=H'LKDGLMTAG,R%'48Q$$LRI0<>DFL9FZ\