Class | Ticker Symbol | |
Class A Shares | LAIAX | |
Class B Shares | LIABX | |
Class C Shares | LAICX | |
Class I Shares | CARIX | |
Class R Shares | CACRX | |
Class R4 Shares | CCIRX | |
Class R5 Shares | CAIRX | |
Class Y Shares | CCYIX | |
Class Z Shares | ACINX |
Shareholder Fees (fees paid directly from your investment) | ||||
Class A | Class B | Class C | Classes
I, R, 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 R | Class R4 | Class R5 | Class Y | Class Z | |
Management fees | 0.75% | 0.75% | 0.75% | 0.75% | 0.75% | 0.75% | 0.75% | 0.75% | 0.75% |
Distribution and/or service (12b-1) fees | 0.25% | 0.75% | 1.00% | 0.00% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
Other expenses | 0.26% | 0.50% | 0.23% | 0.10% | 0.37% | 0.28% | 0.15% | 0.10% | 0.18% |
Total annual Fund operating expenses | 1.26% | 2.00% | 1.98% | 0.85% | 1.62% | 1.03% | 0.90% | 0.85% | 0.93% |
(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. |
■ | 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) | $696 | $952 | $1,227 | $2,010 |
Class B (assuming redemption of all shares at the end of the period) | $703 | $927 | $1,278 | $2,136 |
Class B (assuming no redemption of shares) | $203 | $627 | $1,078 | $2,136 |
Class C (assuming redemption of all shares at the end of the period) | $301 | $621 | $1,068 | $2,306 |
Class C (assuming no redemption of shares) | $201 | $621 | $1,068 | $2,306 |
Class I (whether or not shares are redeemed) | $ 87 | $271 | $ 471 | $1,049 |
Class R (whether or not shares are redeemed) | $165 | $511 | $ 881 | $1,922 |
Class R4 (whether or not shares are redeemed) | $105 | $328 | $ 569 | $1,259 |
Class R5 (whether or not shares are redeemed) | $ 92 | $287 | $ 498 | $1,108 |
Class Y (whether or not shares are redeemed) | $ 87 | $271 | $ 471 | $1,049 |
Class Z (whether or not shares are redeemed) | $ 95 | $296 | $ 515 | $1,143 |
1 | Columbia Acorn International® |
■ | 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 International® | 2 |
3 | Columbia Acorn International® |
Columbia Acorn International® | 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 | 33.30% |
Worst | 3rd Quarter 2008 | -23.68% |
* | Year to Date return as of March 31, 2015: 4.34% |
Share
Class Inception Date |
1 Year | 5 Years | 10 Years | |
Class Z | 09/23/1992 | |||
returns before taxes | -4.28% | 8.47% | 8.95% | |
returns after taxes on distributions | -5.65% | 7.55% | 8.06% | |
returns after taxes on distributions and sale of Fund shares | -0.99% | 6.76% | 7.49% | |
Class A returns before taxes | 10/16/2000 | -10.05% | 6.84% | 7.95% |
Class B returns before taxes | 10/16/2000 | -9.75% | 7.06% | 7.87% |
Class C returns before taxes | 10/16/2000 | -6.16% | 7.31% | 7.76% |
Class I returns before taxes | 09/27/2010 | -4.20% | 8.54% | 8.99% |
Class R returns before taxes | 08/02/2011 | -4.95% | 7.76% | 8.26% |
Class R4 returns before taxes | 11/08/2012 | -4.39% | 8.43% | 8.94% |
Class R5 returns before taxes | 08/02/2011 | -4.25% | 8.48% | 8.95% |
Class Y returns before taxes | 11/08/2012 | -4.21% | 8.50% | 8.97% |
S&P Global ex-U.S. Between $500 Million and $5 Billion® Index (reflects no deductions for fees, expenses or taxes) | -1.76% | 7.14% | 7.65% | |
S&P Global Ex-U.S. SmallCap® Index (reflects no deductions for fees, expenses or taxes) | -3.11% | 7.41% | 7.27% | |
MSCI EAFE Index (Net) (reflects reinvested dividends net of withholding taxes but reflects no deductions for fees, expenses or other taxes) | -4.90% | 5.33% | 4.43% |
Portfolio Manager | Title | Role with Fund | Service with the Fund Since | |||
P. Zachary Egan, CFA | International Chief Investment Officer, Portfolio Manager and Analyst of the Investment Manager | Co-manager since 2003 | 1999 | |||
Louis J. Mendes, CFA | Portfolio Manager and Analyst | Co-manager since 2003 | 2001 |
5 | Columbia Acorn International® |
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, R, 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 International® | 6 |
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