Fund | Prospectus Dated |
Columbia Acorn Trust | |
Columbia Acorn Emerging Markets Fund | 5/1/2019 |
Columbia Acorn European Fund | 5/1/2019 |
Columbia Acorn Fund | 5/1/2019 |
Columbia Acorn International | 5/1/2019 |
Columbia Acorn International Select | 5/1/2019 |
Columbia Acorn Select | 5/1/2019 |
Columbia Acorn USA | 5/1/2019 |
Columbia Thermostat Fund | 5/1/2019 |
Columbia Funds Series Trust | |
Columbia California Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia Capital Allocation Moderate Aggressive Portfolio | 6/1/2019 |
Columbia Capital Allocation Moderate Conservative Portfolio | 6/1/2019 |
Columbia Georgia Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia Global Strategic Equity Fund | 6/1/2019 |
Columbia Maryland Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia North Carolina Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia Short Term Bond Fund | 8/1/2018 |
Columbia Short Term Municipal Bond Fund | 9/1/2018 |
Columbia South Carolina Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia Virginia Intermediate Municipal Bond Fund | 9/1/2018 |
Columbia Funds Series Trust I | |
Columbia Adaptive Retirement 2020 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2025 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2030 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2035 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2040 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2045 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2050 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2055 Fund | 8/1/2018 |
Columbia Adaptive Retirement 2060 Fund | 8/1/2018 |
Columbia Adaptive Risk Allocation Fund | 10/1/2018 |
Columbia Alternative Beta Fund | 10/1/2018 |
Columbia Balanced Fund | 1/1/2019 |
Columbia Bond Fund | 9/1/2018 |
Columbia Connecticut Intermediate Municipal Bond Fund | 3/1/2019 |
Columbia Contrarian Core Fund | 1/1/2019 |
Columbia Corporate Income Fund | 9/1/2018 |
Columbia Disciplined Small Core Fund | 1/1/2019 |
Columbia Dividend Income Fund | 10/1/2018 |
Columbia Emerging Markets Fund | 1/1/2019 |
Columbia Global Dividend Opportunity Fund | 1/1/2019 |
Columbia Global Energy and Natural Resources Fund | 1/1/2019 |
Columbia Global Technology Growth Fund | 1/1/2019 |
Columbia Greater China Fund | 1/1/2019 |
Columbia High Yield Municipal Fund | 10/1/2018 |
Fund | Prospectus Dated |
Columbia Intermediate Municipal Bond Fund | 3/1/2019 |
Columbia Large Cap Growth Fund | 12/1/2018 |
Columbia Massachusetts Intermediate Municipal Bond Fund | 3/1/2019 |
Columbia Mid Cap Growth Fund | 1/1/2019 |
Columbia Multi-Asset Income Fund | 9/1/2018 |
Columbia New York Intermediate Municipal Bond Fund | 3/1/2019 |
Columbia Oregon Intermediate Municipal Bond Fund | 12/1/2018 |
Columbia Pacific/Asia Fund | 8/1/2018 |
Columbia Real Estate Equity Fund | 5/1/2019 |
Columbia Select Large Cap Growth Fund | 8/1/2018 |
Columbia Small Cap Growth Fund I | 1/1/2019 |
Columbia Small Cap Value Fund I | 9/1/2018 |
Columbia Strategic California Municipal Income Fund | 3/1/2019 |
Columbia Strategic Income Fund | 1/1/2019 |
Columbia Strategic New York Municipal Income Fund | 3/1/2019 |
Columbia Tax-Exempt Fund | 12/1/2018 |
Columbia Total Return Bond Fund | 9/1/2018 |
Columbia U.S. Social Bond Fund | 12/1/2018 |
Columbia U.S. Treasury Index Fund | 9/1/2018 |
Columbia Ultra Short Term Bond Fund | 2/15/2019 |
Columbia Funds Series Trust II | |
Columbia Capital Allocation Aggressive Portfolio | 6/1/2019 |
Columbia Capital Allocation Conservative Portfolio | 6/1/2019 |
Columbia Capital Allocation Moderate Portfolio | 6/1/2019 |
Columbia Commodity Strategy Fund | 10/1/2018 |
Columbia Contrarian Asia Pacific Fund | 3/1/2019 |
Columbia Contrarian Europe Fund | 3/1/2019 |
Columbia Disciplined Core Fund | 12/1/2018 |
Columbia Disciplined Growth Fund | 12/1/2018 |
Columbia Disciplined Value Fund | 12/1/2018 |
Columbia Dividend Opportunity Fund | 10/1/2018 |
Columbia Emerging Markets Bond Fund | 1/1/2019 |
Columbia Flexible Capital Income Fund | 10/1/2018 |
Columbia Floating Rate Fund | 12/1/2018 |
Columbia Global Infrastructure Fund | 9/1/2018 |
Columbia Global Opportunities Fund | 12/1/2018 |
Columbia Government Money Market Fund | 12/1/2018 |
Columbia High Yield Bond Fund | 10/1/2018 |
Columbia Income Builder Fund | 6/1/2019 |
Columbia Income Opportunities Fund | 12/1/2018 |
Columbia Inflation Protected Securities Fund | 12/1/2018 |
Columbia Large Cap Value Fund | 10/1/2018 |
Columbia Limited Duration Credit Fund | 12/1/2018 |
Columbia Minnesota Tax-Exempt Fund | 12/1/2018 |
Columbia Mortgage Opportunities Fund | 10/1/2018 |
Columbia Quality Income Fund | 10/1/2018 |
Columbia Select Global Equity Fund | 3/1/2019 |
Columbia Select Large Cap Value Fund | 10/1/2018 |
Columbia Select Small Cap Value Fund | 10/1/2018 |
Fund | Prospectus Dated |
Columbia Seligman Communications & Information Fund | 10/1/2018 |
Columbia Seligman Global Technology Fund | 3/1/2019 |
Columbia Small/Mid Cap Value Fund | 10/1/2018 |
Columbia Strategic Municipal Income Fund | 12/1/2018 |
■ | Shares purchased in an investment advisory program. |
■ | Shares purchased within the Columbia Funds through a systematic reinvestment of capital gains and dividend distributions. |
■ | Employees and registered representatives of Raymond James or its affiliates and their family members as designated by Raymond James. |
■ | Shares purchased from the proceeds of redemptions within the Columbia Funds, provided (1) the repurchase occurs within 90 days following the redemption, (2) the redemption and purchase occur in the same account, and (3) redeemed shares were subject to a front-end or deferred sales load (known as Rights of Reinstatement). |
■ | A shareholder in the Fund’s Class C shares will have their shares converted at net asset value to Class A shares (or the appropriate share class) of the Fund if the shares are no longer subject to a CDSC and the conversion is in line with the policies and procedures of Raymond James. |
■ | Death or disability of the shareholder. |
■ | Shares sold as part of a systematic withdrawal plan as described in the fund’s prospectus. |
■ | Return of excess contributions from an IRA Account. |
■ | Shares sold as part of a required minimum distribution for IRA and retirement accounts due to the shareholder reaching age 70½ as described in the fund’s prospectus. |
■ | Shares sold to pay Raymond James fees but only if the transaction is initiated by Raymond James. |
■ | Shares acquired through a right of reinstatement. |
■ | Breakpoints as described in this prospectus. |
■ | Rights of accumulation which entitle shareholders to breakpoint discounts will be automatically calculated based on the aggregated holding of Columbia Fund assets held by accounts within the purchaser’s household at Raymond James. Eligible Columbia Fund assets not held at Raymond James may be included in the calculation of rights of accumulation calculation only if the shareholder notifies his or her financial advisor about such assets. |
■ | Letters of intent which allow for breakpoint discounts based on anticipated purchases within the Columbia Funds, over a 13-month time period. Eligible Columbia Fund assets not held at Raymond James may be included in the calculation of letters of intent only if the shareholder notifies his or her financial advisor about such assets. |