Class | Ticker Symbol | |
Class A Shares | LTFAX | |
Class B Shares | LTFBX | |
Class C Shares | LTFCX | |
Class I Shares | CACIX | |
Class R4 Shares | CSSRX | |
Class R5 Shares | CSLRX | |
Class Y Shares | CSLYX | |
Class Z Shares | ACTWX |
Shareholder Fees (fees paid directly from your investment) | ||||
Class A | Class B | Class C | Classes
I, R4, R5, Y and Z | |
Maximum sales charge (load) imposed on purchases (as a % of offering price) | 5.75% | None | 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) | 5.00% (b) | 1.00% (c) | None |
Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment) | ||||||||
Class A | Class B | Class C | Class I | Class R4 | Class R5 | Class Y | Class Z | |
Management fees | 0.85% | 0.85% | 0.85% | 0.85% | 0.85% | 0.85% | 0.85% | 0.85% |
Distribution and/or service (12b-1) fees | 0.25% | 0.75% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Other expenses | 0.22% | 0.55% | 0.19% | 0.10% | 0.27% | 0.15% | 0.10% | 0.19% |
Total annual Fund operating expenses | 1.32% | 2.15% | 2.04% | 0.95% | 1.12% | 1.00% | 0.95% | 1.04% |
Less: Fee waivers and/or expense reimbursements(d) | (0.20%) | (0.20%) | (0.20%) | (0.20%) | (0.20%) | (0.20%) | (0.20%) | (0.20%) |
Total annual Fund operating expenses after fee waivers and/or expense reimbursements | 1.12% | 1.95% | 1.84% | 0.75% | 0.92% | 0.80% | 0.75% | 0.84% |
(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 decreases over time. |
(c) | This charge applies to redemptions within one year after purchase, with certain limited exceptions. |
(d) | Effective May 1, 2015, Columbia Wanger Asset Management, LLC (the Investment Manager) has contractually agreed to waive 0.20% of the advisory fee otherwise payable to it by the Fund 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 year | 3 years | 5 years | 10 years | |
Class A (whether or not shares are redeemed) | $683 | $951 | $1,239 | $2,057 |
Class B (assuming redemption of all shares at the end of the period) | $698 | $954 | $1,336 | $2,256 |
Class B (assuming no redemption of shares) | $198 | $654 | $1,136 | $2,256 |
1 | Columbia Acorn SelectSM |
1 year | 3 years | 5 years | 10 years | |
Class C (assuming redemption of all shares at the end of the period) | $287 | $620 | $1,080 | $2,353 |
Class C (assuming no redemption of shares) | $187 | $620 | $1,080 | $2,353 |
Class I (whether or not shares are redeemed) | $ 77 | $283 | $ 506 | $1,148 |
Class R4 (whether or not shares are redeemed) | $ 94 | $336 | $ 598 | $1,345 |
Class R5 (whether or not shares are redeemed) | $ 82 | $298 | $ 533 | $1,206 |
Class Y (whether or not shares are redeemed) | $ 77 | $283 | $ 506 | $1,148 |
Class Z (whether or not shares are redeemed) | $ 86 | $311 | $ 555 | $1,253 |
■ | 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 SelectSM | 2 |
3 | Columbia Acorn SelectSM |
Columbia Acorn SelectSM | 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 | 2nd Quarter 2009 | 28.11% |
Worst | 4th Quarter 2008 | -30.14% |
* | Year to Date return as of March 31, 2015: 2.83% |
Share
Class Inception Date |
1 Year | 5 Years | 10 Years | |
Class Z | 11/23/1998 | |||
returns before taxes | 2.47% | 10.60% | 7.33% | |
returns after taxes on distributions | -2.20% | 7.98% | 5.89% | |
returns after taxes on distributions and sale of Fund shares | 5.17% | 8.33% | 5.93% | |
Class A returns before taxes | 10/16/2000 | -3.70% | 8.98% | 6.39% |
Class B returns before taxes | 10/16/2000 | -2.60% | 9.30% | 6.31% |
Class C returns before taxes | 10/16/2000 | 0.63% | 9.45% | 6.19% |
Class I returns before taxes | 09/27/2010 | 2.49% | 10.69% | 7.38% |
Class R4 returns before taxes | 11/08/2012 | 2.39% | 10.58% | 7.32% |
Class R5 returns before taxes | 11/08/2012 | 2.50% | 10.62% | 7.34% |
Class Y returns before taxes | 11/08/2012 | 2.53% | 10.64% | 7.35% |
S&P MidCap 400® Index (reflects no deductions for fees, expenses or taxes) | 9.77% | 16.54% | 9.71% | |
S&P 500® Index (reflects no deductions for fees, expenses or taxes) | 13.69% | 15.45% | 7.67% |
Portfolio Manager | Title | Role with Fund | Service with the Fund Since | |||
Robert A. Chalupnik, CFA | Portfolio Manager and Analyst | Co-manager or lead manager since 2011 | 2000 | |||
Matthew S. Szafranski, CFA | Portfolio Manager and Analyst | Co-manager since 2015 | 2008 |
5 | Columbia Acorn SelectSM |
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, B* & C | All accounts other than IRAs | $2,000 | $100 |
IRAs | $1,000 | $100 | |
Classes I, R4 & Y | 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 |
* | Class B shares are generally closed to new and existing shareholders. |
Columbia Acorn SelectSM | 6 |
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