0001193125-16-632771.txt : 20160627 0001193125-16-632771.hdr.sgml : 20160627 20160627135957 ACCESSION NUMBER: 0001193125-16-632771 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160627 DATE AS OF CHANGE: 20160627 EFFECTIVENESS DATE: 20160627 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA ACORN TRUST CENTRAL INDEX KEY: 0000002110 IRS NUMBER: 362692100 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497K SEC ACT: 1933 Act SEC FILE NUMBER: 002-34223 FILM NUMBER: 161732984 BUSINESS ADDRESS: STREET 1: 227 W MONROE STE 3000 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3126349200 MAIL ADDRESS: STREET 1: 227 W MONROE STE 3000 CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY ACORN TRUST DATE OF NAME CHANGE: 20010424 FORMER COMPANY: FORMER CONFORMED NAME: ACORN INVESTMENT TRUST DATE OF NAME CHANGE: 19940204 FORMER COMPANY: FORMER CONFORMED NAME: ACORN FUND INC DATE OF NAME CHANGE: 19920703 0000002110 S000009186 Columbia Acorn USA C000024962 Columbia Acorn USA Class A LAUAX C000024964 Columbia Acorn USA Class C LAUCX C000024965 Columbia Acorn USA Class Z AUSAX C000094634 Columbia Acorn USA Class I CAUIX C000122740 Columbia Acorn USA Class R4 CUSAX C000122741 Columbia Acorn USA Class R5 CYSRX C000122742 Columbia Acorn USA Class Y CUSYX 497K 1 d202472d497k.htm CAT CAT
Supplement dated June 27, 2016
to the Prospectus and Summary Prospectus of the following Fund:
Fund Prospectus and Summary Prospectus Dated
Columbia Acorn Trust  
 Columbia Acorn USA® 5/1/2016
1. The table under the caption “Fees and Expenses of the Fund” in the “Summary of the Fund” section of the Prospectus and the Summary Prospectus is hereby superseded and replaced with the following:
    
Shareholder Fees (fees paid directly from your investment)
  Class A 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
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 Y Class Z
Management fees(c) 0.89% 0.89% 0.89% 0.89% 0.89% 0.89% 0.89%
Distribution and/or service (12b-1) fees 0.25% 1.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Other expenses(d) 0.29% 0.29% 0.14% 0.29% 0.19% 0.14% 0.29%
Total annual Fund operating expenses 1.43% 2.18% 1.03% 1.18% 1.08% 1.03% 1.18%
(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 12 months after purchase, with certain limited exceptions.
(c) Management fees have been restated to reflect current fees based on current asset levels.
(d) Other expenses have been restated and are based on estimated amounts for the Fund’s current fiscal year, taking into consideration changes in the Fund’s net assets and changes in the method of allocating transfer agent expenses among Class A, Class C, Class R4 and Class Z shares of the Fund.
2. The expense example table that appears under the caption “Fees and Expenses of the Fund – Example” in the “Summary of the Fund” section of the Prospectus and the Summary Prospectus is hereby superseded and replaced with the following:
    
  1 year 3 years 5 years 10 years
Class A (whether or not shares are redeemed) $712 $1,001 $1,312 $2,190
Class C (assuming redemption of all shares at the end of the period) $321 $ 682 $1,169 $2,513
Class C (assuming no redemption of shares) $221 $ 682 $1,169 $2,513
Class I (whether or not shares are redeemed) $105 $ 328 $ 569 $1,259
Class R4 (whether or not shares are redeemed) $120 $ 375 $ 649 $1,432
Class R5 (whether or not shares are redeemed) $110 $ 343 $ 595 $1,317
Class Y (whether or not shares are redeemed) $105 $ 328 $ 569 $1,259
Class Z (whether or not shares are redeemed) $120 $ 375 $ 649 $1,432
Shareholders should retain this Supplement for future reference.
SUP115_12_004_(06/16)