0001193125-20-056375.txt : 20200228 0001193125-20-056375.hdr.sgml : 20200228 20200228162048 ACCESSION NUMBER: 0001193125-20-056375 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20200228 DATE AS OF CHANGE: 20200228 EFFECTIVENESS DATE: 20200228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Funds Series Trust II CENTRAL INDEX KEY: 0001352280 IRS NUMBER: 204384176 STATE OF INCORPORATION: MA FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-131683 FILM NUMBER: 20670476 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 50606 AMERIPRISE FINANCIAL CENTER STREET 2: H27/5228 CITY: MINNEAPOLIS STATE: MN ZIP: 55474 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE SERIES TRUST DATE OF NAME CHANGE: 20070928 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE RETIREMENT SERIES TRUST DATE OF NAME CHANGE: 20060801 FORMER COMPANY: FORMER CONFORMED NAME: RiverSource Retirement Series Trust DATE OF NAME CHANGE: 20060206 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: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-34223 FILM NUMBER: 20670473 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 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 IRS NUMBER: 363376651 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-99356 FILM NUMBER: 20670475 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: COLUMBIA FUNDS TRUST IX DATE OF NAME CHANGE: 20031107 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE FUNDS MUNICIPAL TRUST DATE OF NAME CHANGE: 19991025 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE MUNICIPAL TRUST DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-89661 FILM NUMBER: 20670474 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 0000002110 S000009184 Columbia Acorn Fund C000024954 Columbia Acorn Fund Class A LACAX C000024956 Columbia Acorn Fund Class C LIACX C000024957 Columbia Acorn Fund Institutional Class ACRNX C000122735 Columbia Acorn Fund Advisor Class CEARX C000122736 Columbia Acorn Fund Institutional 2 Class CRBRX C000122737 Columbia Acorn Fund Institutional 3 Class CRBYX 0000002110 S000009185 Columbia Acorn International C000024958 Columbia Acorn International Class A LAIAX C000024960 Columbia Acorn International Class C LAICX C000024961 Columbia Acorn International Institutional Class ACINX C000097732 Columbia Acorn International Class R CACRX C000097733 Columbia Acorn International Institutional 2 Class CAIRX C000122738 Columbia Acorn International Advisor Class CCIRX C000122739 Columbia Acorn International Institutional 3 Class CCYIX 0000002110 S000009186 Columbia Acorn USA C000024962 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Growth Opportunity Fund Class C NFECX C000029877 Columbia Large Cap Growth Opportunity Fund Institutional Class NFEPX C000122586 Columbia Large Cap Growth Opportunity Fund Advisor Class CSFRX C000136868 Columbia Large Cap Growth Opportunity Fund Institutional 2 Class CADRX C000171353 Columbia Large Cap Growth Opportunity Fund Institutional 3 Class CLRYX C000175686 Columbia Large Cap Growth Opportunity Fund Class R CLGPX 0001097519 S000010803 Columbia Select International Equity Fund C000029899 Columbia Select International Equity Fund Class A NIIAX C000029901 Columbia Select International Equity Fund Class C NITRX C000029902 Columbia Select International Equity Fund Class R CIERX C000029903 Columbia Select International Equity Fund Institutional Class NIEQX C000097721 Columbia Select International Equity Fund Institutional 3 Class CMIYX C000122590 Columbia Select International Equity Fund Advisor Class CQYRX C000122591 Columbia Select International Equity Fund Institutional 2 Class CQQRX 0001097519 S000010818 Columbia Large Cap Enhanced Core Fund C000030031 Columbia Large Cap Enhanced Core Fund Class A NMIAX C000030032 Columbia Large Cap Enhanced Core Fund Class R CCERX C000030033 Columbia Large Cap Enhanced Core Fund Institutional Class NMIMX C000079027 Columbia Large Cap Enhanced Core Fund Institutional 3 Class CECYX C000145446 Columbia Large Cap Enhanced Core Fund Institutional 2 Class CLNCX C000159973 Columbia Large Cap Enhanced Core Fund Advisor Class CECFX 0001097519 S000010825 Columbia Large Cap Index Fund C000030051 Columbia Large Cap Index Fund Class A NEIAX C000030053 Columbia Large Cap Index Fund Institutional Class NINDX C000122593 Columbia Large Cap Index Fund Institutional 2 Class CLXRX C000173199 Columbia Large Cap Index Fund Institutional 3 Class CLPYX 0001097519 S000010826 Columbia Mid Cap Index Fund C000030054 Columbia Mid Cap Index Fund Class A NTIAX C000030055 Columbia Mid Cap Index Fund Institutional Class NMPAX C000122594 Columbia Mid Cap Index Fund Institutional 2 Class CPXRX C000173200 Columbia Mid Cap Index Fund Institutional 3 Class CMDYX 0001097519 S000010827 Columbia Small Cap Index Fund C000030056 Columbia Small Cap Index Fund Class A NMSAX C000030057 Columbia Small Cap Index Fund Institutional Class NMSCX C000122595 Columbia Small Cap Index Fund Institutional 2 Class CXXRX C000173201 Columbia Small Cap Index Fund Institutional 3 Class CSPYX 0001097519 S000021046 Columbia Overseas Value Fund C000059843 Columbia Overseas Value Fund Class A COAVX C000059844 Columbia Overseas Value Fund Class C COCVX C000059845 Columbia Overseas Value Fund Class R COVUX C000059846 Columbia Overseas Value Fund Institutional Class COSZX C000159974 Columbia Overseas Value Fund Advisor Class COSVX C000159975 Columbia Overseas Value Fund Institutional 2 Class COSSX C000159976 Columbia Overseas Value Fund Institutional 3 Class COSYX 0001097519 S000022025 Columbia Select Global Growth Fund C000063263 Columbia Select Global Growth Fund Class A COGAX C000063264 Columbia Select Global Growth Fund Class C COGCX C000063265 Columbia Select Global Growth Fund Class R COGRX C000063266 Columbia Select Global Growth Fund Institutional Class COGZX C000138351 Columbia Select Global Growth Fund Advisor Class CADHX C000138352 Columbia Select Global Growth Fund Institutional 2 Class CADIX C000171391 Columbia Select Global Growth Fund Institutional 3 Class CGGYX 0001352280 S000024799 Columbia Global Infrastructure Fund C000073767 Columbia Global Infrastructure Fund Class A RRIAX C000073769 Columbia Global Infrastructure Fund Class C RRICX C000073771 Columbia Global Infrastructure Fund Class R RRIRX C000073774 Columbia Global Infrastructure Fund Institutional 2 Class RRIZX C000094295 Columbia Global Infrastructure Fund Institutional Class CRIZX C000126952 Columbia Global Infrastructure Fund Advisor Class CRRIX C000174612 Columbia Global Infrastructure Fund Institutional 3 Class CGLYX 0001352280 S000031341 Columbia Floating Rate Fund C000097331 Columbia Floating Rate Fund Class A RFRAX C000097333 Columbia Floating Rate Fund Class C RFRCX C000097335 Columbia Floating Rate Fund Class R CFRRX C000097337 Columbia Floating Rate Fund Institutional 2 Class RFRFX C000097339 Columbia Floating Rate Fund Institutional Class CFRZX C000123165 Columbia Floating Rate Fund Advisor Class CFLRX C000158965 Columbia Floating Rate Fund Institutional 3 Class CFRYX 0001352280 S000031344 Columbia Quality Income Fund C000097356 Columbia Quality Income Fund Class A AUGAX C000097358 Columbia Quality Income Fund Class C AUGCX C000097361 Columbia Quality Income Fund Institutional Class CUGZX C000121133 Columbia Quality Income Fund Advisor Class CUVRX C000121134 Columbia Quality Income Fund Institutional 2 Class CGVRX C000149222 Columbia Quality Income Fund Institutional 3 Class CUGYX C000169181 Columbia Quality Income Fund Class R CUGUX 0001352280 S000031346 Columbia High Yield Bond Fund C000097368 Columbia High Yield Bond Fund Class A INEAX C000097370 Columbia High Yield Bond Fund Class C APECX C000097372 Columbia High Yield Bond Fund Class R CHBRX C000097373 Columbia High Yield Bond Fund Advisor Class CYLRX C000097375 Columbia High Yield Bond Fund Institutional 2 Class RSHRX C000097377 Columbia High Yield Bond Fund Institutional Class CHYZX C000121135 Columbia High Yield Bond Fund Institutional 3 Class CHYYX 0001352280 S000031347 Columbia Income Builder Fund C000097378 Columbia Income Builder Fund Class A RBBAX C000097380 Columbia Income Builder Fund Class C RBBCX C000097381 Columbia Income Builder Fund Class R CBURX C000097383 Columbia Income Builder Fund Institutional Class CBUZX C000122762 Columbia Income Builder Fund Advisor Class CNMRX C000122763 Columbia Income Builder Fund Institutional 2 Class CKKRX C000172350 Columbia Income Builder Fund Institutional 3 Class CIBYX 0001352280 S000031351 Columbia Disciplined Growth Fund C000097402 Columbia Disciplined Growth Fund Class A RDLAX C000097404 Columbia Disciplined Growth Fund Class C RDLCX C000097406 Columbia Disciplined Growth Fund Class R CGQRX C000097409 Columbia Disciplined Growth Fund Institutional Class CLQZX C000122755 Columbia Disciplined Growth Fund Institutional 2 Class CQURX C000158966 Columbia Disciplined Growth Fund Advisor Class CGQFX C000158967 Columbia Disciplined Growth Fund Institutional 3 Class CGQYX 0001352280 S000031352 Columbia Income Opportunities Fund C000097410 Columbia Income Opportunities Fund Class A AIOAX C000097412 Columbia Income Opportunities Fund Class C RIOCX C000097414 Columbia Income Opportunities Fund Class R CIORX C000097417 Columbia Income Opportunities Fund Institutional 3 Class CIOYX C000097418 Columbia Income Opportunities Fund Institutional Class CIOZX C000122756 Columbia Income Opportunities Fund Advisor Class CPPRX C000122757 Columbia Income Opportunities Fund Institutional 2 Class CEPRX 0001352280 S000031353 Columbia Disciplined Value Fund C000097419 Columbia Disciplined Value Fund Class A RLCAX C000097421 Columbia Disciplined Value Fund Class C RDCCX C000097423 Columbia Disciplined Value Fund Class R RLCOX C000097425 Columbia Disciplined Value Fund Class V CVQTX C000097427 Columbia Disciplined Value Fund Institutional Class CVQZX C000158968 Columbia Disciplined Value Fund Advisor Class COLEX C000158969 Columbia Disciplined Value Fund Institutional 2 Class COLVX C000158970 Columbia Disciplined Value Fund Institutional 3 Class COLYX 0001352280 S000031354 Columbia Large Cap Value Fund C000097428 Columbia Large Cap Value Fund Class A INDZX C000097430 Columbia Large Cap Value Fund Class C ADECX C000097432 Columbia Large Cap Value Fund Class R RDEIX C000097433 Columbia Large Cap Value Fund Advisor Class RDERX C000097435 Columbia Large Cap Value Fund Institutional 2 Class RSEDX C000097437 Columbia Large Cap Value Fund Institutional Class CDVZX C000119014 Columbia Large Cap Value Fund Institutional 3 Class CDEYX 0001352280 S000031355 Columbia Small/Mid Cap Value Fund C000097438 Columbia Small/Mid Cap Value Fund Class A AMVAX C000097440 Columbia Small/Mid Cap Value Fund Class C AMVCX C000097442 Columbia Small/Mid Cap Value Fund Class R RMVTX C000097443 Columbia Small/Mid Cap Value Fund Advisor Class RMCRX C000097445 Columbia Small/Mid Cap Value Fund Institutional 2 Class RSCMX C000097447 Columbia Small/Mid Cap Value Fund Institutional Class CMOZX C000129845 Columbia Small/Mid Cap Value Fund Institutional 3 Class CPHPX 0001352280 S000031356 Columbia Disciplined Core Fund C000097448 Columbia Disciplined Core Fund Class A AQEAX C000097450 Columbia Disciplined Core Fund Class C RDCEX C000097452 Columbia Disciplined Core Fund Class R CLQRX C000097454 Columbia Disciplined Core Fund Institutional 2 Class RSIPX C000097456 Columbia Disciplined Core Fund Institutional Class CCRZX C000126953 Columbia Disciplined Core Fund Advisor Class CLCQX C000158971 Columbia Disciplined Core Fund Institutional 3 Class CCQYX 0001352280 S000031358 Columbia Capital Allocation Aggressive Portfolio C000097466 Columbia Capital Allocation Aggressive Portfolio Class A AXBAX C000097468 Columbia Capital Allocation Aggressive Portfolio Class C RBGCX C000097469 Columbia Capital Allocation Aggressive Portfolio Class R CPARX C000097471 Columbia Capital Allocation Aggressive Portfolio Institutional Class CPAZX C000129846 Columbia Capital Allocation Aggressive Portfolio Advisor Class CPDAX C000129847 Columbia Capital Allocation Aggressive Portfolio Institutional 2 Class CPANX C000129848 Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class CPDIX 0001352280 S000031359 Columbia Capital Allocation Conservative Portfolio C000097472 Columbia Capital Allocation Conservative Portfolio Class A ABDAX C000097474 Columbia Capital Allocation Conservative Portfolio Class C RPCCX C000097475 Columbia Capital Allocation Conservative Portfolio Class R CBVRX C000097477 Columbia Capital Allocation Conservative Portfolio Institutional Class CBVZX C000129849 Columbia Capital Allocation Conservative Portfolio Advisor Class CPCYX C000129850 Columbia Capital Allocation Conservative Portfolio Institutional 2 Class CPAOX C000129851 Columbia Capital Allocation Conservative Portfolio Institutional 3 Class CPDHX 0001352280 S000031362 Columbia Capital Allocation Moderate Portfolio C000097490 Columbia Capital Allocation Moderate Portfolio Class A ABUAX C000097492 Columbia Capital Allocation Moderate Portfolio Class C AMTCX C000097493 Columbia Capital Allocation Moderate Portfolio Class R CBMRX C000097495 Columbia Capital Allocation Moderate Portfolio Institutional Class CBMZX C000129852 Columbia Capital Allocation Moderate Portfolio Advisor Class CPCZX C000129853 Columbia Capital Allocation Moderate Portfolio Institutional 2 Class CPAMX C000129854 Columbia Capital Allocation Moderate Portfolio Institutional 3 Class CPDMX 0001352280 S000031363 Columbia Inflation Protected Securities Fund C000097496 Columbia Inflation Protected Securities Fund Class A APSAX C000097498 Columbia Inflation Protected Securities Fund Class C RIPCX C000097500 Columbia Inflation Protected Securities Fund Class R RIPRX C000097503 Columbia Inflation Protected Securities Fund Institutional Class CIPZX C000122758 Columbia Inflation Protected Securities Fund Institutional 2 Class CFSRX C000177152 Columbia Inflation Protected Securities Fund Institutional 3 Class CINYX C000198108 Columbia Inflation Protected Securities Fund Advisor Class CIPWX 0001352280 S000031364 Columbia Government Money Market Fund C000097504 Columbia Government Money Market Fund Class A IDSXX C000097506 Columbia Government Money Market Fund Class C RCCXX C000097508 Columbia Government Money Market Fund Class R RVRXX C000097509 Columbia Government Money Market Fund Institutional 2 Class CMRXX C000097511 Columbia Government Money Market Fund Institutional Class IDYXX C000173885 Columbia Government Money Market Fund Institutional 3 Class CGMXX 0001352280 S000031365 Columbia Dividend Opportunity Fund C000097512 Columbia Dividend Opportunity Fund Class A INUTX C000097514 Columbia Dividend Opportunity Fund Class C ACUIX C000097516 Columbia Dividend Opportunity Fund Class R RSOOX C000097518 Columbia Dividend Opportunity Fund Institutional 2 Class RSDFX C000097520 Columbia Dividend Opportunity Fund Institutional Class CDOZX C000121136 Columbia Dividend Opportunity Fund Advisor Class CDORX C000121137 Columbia Dividend Opportunity Fund Institutional 3 Class CDOYX 0001352280 S000031366 Columbia Minnesota Tax-Exempt Fund C000097521 Columbia Minnesota Tax-Exempt Fund Class A IMNTX C000097523 Columbia Minnesota Tax-Exempt Fund Class C RMTCX C000097524 Columbia Minnesota Tax-Exempt Fund Institutional Class CMNZX C000126954 Columbia Minnesota Tax-Exempt Fund Advisor Class CLONX C000136871 Columbia Minnesota Tax-Exempt Fund Institutional 2 Class CADOX C000177153 Columbia Minnesota Tax-Exempt Fund Institutional 3 Class CMNYX 0001352280 S000031367 Columbia Global Opportunities Fund C000097525 Columbia Global Opportunities Fund Class A IMRFX C000097527 Columbia Global Opportunities Fund Class C RSSCX C000097529 Columbia Global Opportunities Fund Class R CSARX C000097531 Columbia Global Opportunities Fund Institutional Class CSAZX C000122759 Columbia Global Opportunities Fund Advisor Class CSDRX C000122760 Columbia Global Opportunities Fund Institutional 2 Class CLNRX C000177154 Columbia Global Opportunities Fund Institutional 3 Class CGOYX 0001352280 S000031368 Columbia Global Equity Value Fund C000097532 Columbia Global Equity Value Fund Class A IEVAX C000097534 Columbia Global Equity Value Fund Class C REVCX C000097536 Columbia Global Equity Value Fund Class R REVRX C000097537 Columbia Global Equity Value Fund Advisor Class RSEVX C000097539 Columbia Global Equity Value Fund Institutional 2 Class RSEYX C000097541 Columbia Global Equity Value Fund Institutional Class CEVZX C000121787 Columbia Global Equity Value Fund Institutional 3 Class CEVYX 0001352280 S000031369 Columbia Strategic Municipal Income Fund C000097542 Columbia Strategic Municipal Income Fund Class A INTAX C000097544 Columbia Strategic Municipal Income Fund Class C RTCEX C000097545 Columbia Strategic Municipal Income Fund Institutional Class CATZX C000126955 Columbia Strategic Municipal Income Fund Advisor Class CATRX C000136872 Columbia Strategic Municipal Income Fund Institutional 2 Class CADNX C000175787 Columbia Strategic Municipal Income Fund Institutional 3 Class CATYX 0001352280 S000031370 Columbia Seligman Communications and Information Fund C000097546 Columbia Seligman Communications and Information Fund Class A SLMCX C000097548 Columbia Seligman Communications and Information Fund Class C SCICX C000097550 Columbia Seligman Communications and Information Fund Class R SCIRX C000097551 Columbia Seligman Communications and Information Fund Advisor Class SCIOX C000097553 Columbia Seligman Communications and Information Fund Institutional 2 Class SCMIX C000097554 Columbia Seligman Communications and Information Fund Institutional Class CCIZX C000175682 Columbia Seligman Communications and Information Fund Institutional 3 Class CCOYX 0001352280 S000031373 Columbia Select Large Cap Value Fund C000097571 Columbia Select Large Cap Value Fun Class A SLVAX C000097573 Columbia Select Large Cap Value Fund Class C SVLCX C000097575 Columbia Select Large Cap Value Fund Class R SLVRX C000097577 Columbia Select Large Cap Value Fund Institutional 2 Class SLVIX C000097579 Columbia Select Large Cap Value Fund Institutional Class CSVZX C000121138 Columbia Select Large Cap Value Fund Advisor Class CSERX C000149223 Columbia Select Large Cap Value Fund Institutional 3 Class CSRYX 0001352280 S000031374 Columbia Limited Duration Credit Fund C000097580 Columbia Limited Duration Credit Fund Class A ALDAX C000097582 Columbia Limited Duration Credit Fund Class C RDCLX C000097586 Columbia Limited Duration Credit Fund Institutional Class CLDZX C000120797 Columbia Limited Duration Credit Fund Institutional 2 Class CTLRX C000123166 Columbia Limited Duration Credit Fund Advisor Class CDLRX C000126956 Columbia Limited Duration Credit Fund Institutional 3 Class CLDYX 0001352280 S000031375 Columbia Select Small Cap Value Fund C000097587 Columbia Select Small Cap Value Fund Class A SSCVX C000097589 Columbia Select Small Cap Value Fund Class C SVMCX C000097591 Columbia Select Small Cap Value Fund Class R SSVRX C000097593 Columbia Select Small Cap Value Fund Institutional 2 Class SSVIX C000097594 Columbia Select Small Cap Value Fund Institutional Class CSSZX C000121139 Columbia Select Small Cap Value Fund Advisor Class CSPRX C000149224 Columbia Select Small Cap Value Fund Institutional 3 Class CSSYX 0001352280 S000031379 Columbia Emerging Markets Bond Fund C000097619 Columbia Emerging Markets Bond Fund Class A REBAX C000097621 Columbia Emerging Markets Bond Fund Class C REBCX C000097625 Columbia Emerging Markets Bond Fund Institutional Class CMBZX C000109803 Columbia Emerging Markets Bond Fund Class R CMBRX C000122765 Columbia Emerging Markets Bond Fund Institutional 2 Class CEBRX C000122766 Columbia Emerging Markets Bond Fund Institutional 3 Class CEBYX C000126478 Columbia Emerging Markets Bond Fund Advisor Class CEBSX 0001352280 S000033328 Columbia Commodity Strategy Fund C000117664 Columbia Commodity Strategy Fund Class A CCSAX C000117665 Columbia Commodity Strategy Fund Class C CCSCX C000117666 Columbia Commodity Strategy Fund Class R CCSRX C000117667 Columbia Commodity Strategy Fund Institutional Class CCSZX C000126957 Columbia Commodity Strategy Fund Advisor Class CCOMX C000138343 Columbia Commodity Strategy Fund Institutional 2 Class CADLX C000149225 Columbia Commodity Strategy Fund Institutional 3 Class CCFYX 0001352280 S000033329 Columbia Flexible Capital Income Fund C000102391 Columbia Flexible Capital Income Fund Class A CFIAX C000102392 Columbia Flexible Capital Income Fund Class C CFIGX C000102394 Columbia Flexible Capital Income Fund Class R CFIRX C000102395 Columbia Flexible Capital Income Fund Institutional Class CFIZX C000121143 Columbia Flexible Capital Income Fund Advisor Class CFCRX C000121144 Columbia Flexible Capital Income Fund Institutional 2 Class CFXRX C000175683 Columbia Flexible Capital Income Fund Institutional 3 Class CFCYX 0001352280 S000045258 Columbia Mortgage Opportunities Fund C000140950 Columbia Mortgage Opportunities Fund Class A CLMAX C000140951 Columbia Mortgage Opportunities Fund Class C CLMCX C000140953 Columbia Mortgage Opportunities Fund Advisor Class CLMFX C000140954 Columbia Mortgage Opportunities Fund Institutional 2 Class CLMVX C000140955 Columbia Mortgage Opportunities Fund Institutional Class CLMZX C000175684 Columbia Mortgage Opportunities Fund Institutional 3 Class CMOYX 0001352280 S000061338 Columbia Overseas Core Fund C000198586 Columbia Overseas Core Fund Class A COSAX C000198587 Columbia Overseas Core Fund Advisor Class COSDX C000198588 Columbia Overseas Core Fund Class C COSCX C000198589 Columbia Overseas Core Fund Institutional Class COSNX C000198590 Columbia Overseas Core Fund Institutional 2 Class COSTX C000198591 Columbia Overseas Core Fund Institutional 3 Class COSOX C000198592 Columbia Overseas Core Fund Class R COSRX 497 1 d816142d497.htm 497 497
Supplement dated March 1, 2020
to the Prospectus (as supplemented, if applicable) of each of the following funds (each, a Fund, and collectively, the Funds):
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 9/1/2019
 Columbia Capital Allocation Moderate Aggressive Portfolio 6/1/2019
 Columbia Capital Allocation Moderate Conservative Portfolio 6/1/2019
 Columbia Convertible Securities Fund 7/1/2019
 Columbia Georgia Intermediate Municipal Bond Fund 9/1/2019
 Columbia Global Strategic Equity Fund 6/1/2019
 Columbia Large Cap Enhanced Core Fund 7/1/2019
 Columbia Large Cap Growth Opportunity Fund 7/1/2019
 Columbia Large Cap Index Fund 7/1/2019
 Columbia Maryland Intermediate Municipal Bond Fund 9/1/2019
 Columbia Mid Cap Index Fund 7/1/2019
 Columbia North Carolina Intermediate Municipal Bond Fund 9/1/2019
 Columbia Overseas Value Fund 7/1/2019
 Columbia Select Global Growth Fund 7/1/2019
 Columbia Select International Equity Fund 7/1/2019
 Columbia Select Large Cap Equity Fund 7/1/2019
 Columbia Select Mid Cap Value Fund 7/1/2019
 Columbia Short Term Bond Fund 8/1/2019
 Columbia Short Term Municipal Bond Fund 9/1/2019
 Columbia Small Cap Index Fund 7/1/2019
 Columbia Small Cap Value Fund II 7/1/2019
 Columbia South Carolina Intermediate Municipal Bond Fund 9/1/2019
 Columbia Virginia Intermediate Municipal Bond Fund 9/1/2019
Columbia Funds Series Trust I  
 Columbia Adaptive Retirement 2020 Fund 8/1/2019
 Columbia Adaptive Retirement 2025 Fund 8/1/2019
 Columbia Adaptive Retirement 2030 Fund 8/1/2019
 Columbia Adaptive Retirement 2035 Fund 8/1/2019
 Columbia Adaptive Retirement 2040 Fund 8/1/2019
 Columbia Adaptive Retirement 2045 Fund 8/1/2019
 Columbia Adaptive Retirement 2050 Fund 8/1/2019
 Columbia Adaptive Retirement 2055 Fund 8/1/2019
 Columbia Adaptive Retirement 2060 Fund 8/1/2019
 Columbia Adaptive Risk Allocation Fund 10/1/2019
 Columbia Balanced Fund 1/1/2020
 Columbia Bond Fund 9/1/2019
 Columbia Contrarian Core Fund 1/1/2020
SUP000_00_094_(03/20)

 

Fund Prospectus Dated
 Columbia Corporate Income Fund 9/1/2019
 Columbia Disciplined Small Core Fund 1/1/2020
 Columbia Dividend Income Fund 10/1/2019
 Columbia Emerging Markets Fund 1/1/2020
 Columbia Global Dividend Opportunity Fund 1/1/2020
 Columbia Global Energy and Natural Resources Fund 1/1/2020
 Columbia Global Technology Growth Fund 1/1/2020
 Columbia Greater China Fund 1/1/2020
 Columbia High Yield Municipal Fund 10/1/2019
 Columbia Large Cap Growth Fund (Classes A, Adv, C, Inst, Inst2, Inst3, R & V) 12/1/2019
 Columbia Large Cap Growth Fund (Class E) 12/1/2019
 Columbia Mid Cap Growth Fund 1/1/2020
 Columbia Multi Strategy Alternatives Fund 10/1/2019
 Columbia Multi-Asset Income Fund 9/1/2019
 Columbia Oregon Intermediate Municipal Bond Fund 12/1/2019
 Columbia Pacific/Asia Fund 8/1/2019
 Columbia Real Estate Equity Fund 5/1/2019
 Columbia Select Large Cap Growth Fund 8/1/2019
 Columbia Small Cap Growth Fund I 1/1/2020
 Columbia Small Cap Value Fund I 9/1/2019
 Columbia Strategic Income Fund 1/1/2020
 Columbia Tax-Exempt Fund 12/1/2019
 Columbia Total Return Bond Fund 9/1/2019
 Columbia U.S. Social Bond Fund 12/1/2019
 Columbia U.S. Treasury Index Fund 9/1/2019
 Columbia Ultra Short Term Bond Fund 12/1/2019
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 10/1/2019
 Columbia Disciplined Core Fund 12/1/2019
 Columbia Disciplined Growth Fund 12/1/2019
 Columbia Disciplined Value Fund 12/1/2019
 Columbia Dividend Opportunity Fund 10/1/2019
 Columbia Emerging Markets Bond Fund 1/1/2020
 Columbia Flexible Capital Income Fund 10/1/2019
 Columbia Floating Rate Fund 12/1/2019
 Columbia Global Equity Value Fund 7/1/2019
 Columbia Global Infrastructure Fund 9/1/2019
 Columbia Global Opportunities Fund 12/1/2019
 Columbia Government Money Market Fund 12/1/2019
 Columbia High Yield Bond Fund 10/1/2019
 Columbia Income Builder Fund 6/1/2019
 Columbia Income Opportunities Fund 12/1/2019
 Columbia Inflation Protected Securities Fund 12/1/2019
 Columbia Large Cap Value Fund 10/1/2019
 Columbia Limited Duration Credit Fund 12/1/2019
 Columbia Minnesota Tax-Exempt Fund 12/1/2019
2
SUP000_00_094_(03/20)

 

Fund Prospectus Dated
 Columbia Mortgage Opportunities Fund 10/1/2019
 Columbia Overseas Core Fund 7/1/2019
 Columbia Quality Income Fund 10/1/2019
 Columbia Select Large Cap Value Fund 10/1/2019
 Columbia Select Small Cap Value Fund 10/1/2019
 Columbia Seligman Communications & Information Fund 10/1/2019
 Columbia Small/Mid Cap Value Fund 10/1/2019
 Columbia Strategic Municipal Income Fund 12/1/2019
Effective May 1, 2020, the information under the heading "Eligible Accounts" in the "Choosing a Share Class – Reductions/Waivers of Sales Charges" section is hereby superseded and replaced with the following:
The following accounts are eligible for account value aggregation as described above, provided that they are invested in Class A (excluding, in the case of Direct-at-Fund Accounts, Funds that do not assess a front-end sales charge, including Columbia Government Money Market Fund, Columbia Large Cap Enhanced Core Fund, Columbia Large Cap Index Fund, Columbia Mid Cap Index Fund, Columbia Small Cap Index Fund, Columbia Ultra Short Term Bond Fund and Columbia U.S. Treasury Index Fund, unless such shares were purchased via an exchange from Class A shares of a Fund on which you paid the Class A share applicable front-end sales charge), Class C, Class E, Class Inst or Class V shares of a Fund, or non-retirement plan accounts invested in Class Adv, Class Inst2 or Class Inst3 shares of a Fund: individual or joint accounts; Roth and traditional Individual Retirement Accounts (IRAs); Simplified Employee Pension accounts (SEPs), Savings Investment Match Plans for Employees of Small Employers accounts (SIMPLEs) and Tax Sheltered Custodial Accounts (TSCAs); Uniform Gifts to Minors Act (UGMA)/Uniform Transfers to Minors Act (UTMA) accounts for which you, your spouse, or your domestic partner is parent or guardian of the minor child; revocable trust accounts for which you or an immediate family member, individually, is the beneficial owner/grantor; accounts held in the name of your, your spouse’s, or your domestic partner’s sole proprietorship or single owner limited liability company or S corporation; qualified retirement plan assets, provided that you are the sole owner of the business sponsoring the plan, are the sole participant (other than a spouse) in the plan, and have no intention of adding participants to the plan; and investments in wrap accounts.
The following accounts are not eligible for account value aggregation as described above: accounts of pension and retirement plans with multiple participants, such as 401(k) plans (which are combined to reduce the sales charge for the entire pension or retirement plan and therefore are not used to reduce the sales charge for your individual accounts); investments in 529 plans, donor advised funds, variable annuities, variable insurance products or managed separate accounts; charitable and irrevocable trust accounts; accounts holding shares of money market funds that used the Columbia brand before May 1, 2010; accounts invested in Class R shares of a Fund; and retirement plan accounts invested in Class Adv, Class Inst2 or Class Inst3 shares of a Fund.
Additionally, direct purchases of shares of Columbia Government Money Market Fund may not be aggregated for account value aggregation purposes; however, shares of Columbia Government Money Market Fund acquired by exchange from other Columbia Funds that assess a sales charge may be included in account value aggregation.
The rest of the section remains the same.
Effective immediately the following changes are hereby made to each Fund's prospectus.
For each Fund except Large Cap Growth Fund (Class E). The reference to "age 70 1/2" under the heading "CDSC Waivers - Class A, Class C and Class V" or "CDSC Waivers - Class A and Class C," as applicable, in the "Choosing a Share Class – Reductions/Waivers of Sales Charges" section is hereby superseded and replaced with "the qualified age based on applicable IRS regulations." 
The rest of the section remains the same.
For each Fund except Columbia Large Cap Growth Fund (Class E) and the series of Columbia Acorn Trust, the second paragraph under the table in the "Choosing a Share Class – Distribution and Services Fees" section is hereby superseded and replaced with the following:
For Class A shares, the Distributor begins to pay these fees immediately after purchase, except in the following case, in which the Distributor begins to pay these fees 12 months after purchase: a purchase of Class A shares of $1 million or more for Taxable Funds or $500,000 or more for Tax-Exempt Funds that pay a Class A up-front commission to your financial intermediary and the financial intermediary has opted to receive such commission. The Distributor’s policy to otherwise begin to pay these fees immediately on Class A shares also applies to purchases of funds that do not pay an up-front sales commission on Class A shares, which includes Columbia Government Money Market Fund, Columbia Large Cap Enhanced Core Fund, Columbia Large Cap Index Fund, Columbia Mid Cap Index Fund, Columbia Small Cap Index Fund, Columbia Ultra Short Term Bond Fund and Columbia U.S. Treasury Index Fund. For Class C shares, the Distributor begins to pay these fees 12 months after purchase. However, for Class C shares, financial intermediaries may opt to decline the up-front payment described in Choosing a Share Class – Sales Charges and Commissions – Class C Shares – Commissions and instead may receive these fees immediately after purchase. If the intermediary opts to receive the up-front payment, the Distributor retains the distribution and/or service fee for
3
SUP000_00_094_(03/20)

 

the first 12 months following the sale of Class C shares in order to recover the up-front payment made to financial intermediaries and to pay for other related expenses. For Class R shares, the Distributor begins to pay these fees immediately after purchase.
The rest of the section remains the same.
For each Fund of Columbia Acorn Trust, the second paragraph under the table in the "Choosing a Share Class - Distribution and Services Fees" section is hereby superseded and replaced with the following:
For Class A shares, the Distributor begins to pay these fees immediately after purchase, except in the following case, in which the Distributor begins to pay these fees 12 months after purchase: a purchase of Class A shares of $1 million or more that pay a Class A up-front commission to your financial intermediary and the financial intermediary opted to receive such commission. The Distributor’s policy to otherwise begin to pay these fees immediately on Class A shares includes purchases of funds that do not pay an up-front sales commission on Class A shares, which includes Columbia Government Money Market Fund, Columbia Large Cap Enhanced Core Fund, Columbia Large Cap Index Fund, Columbia Mid Cap Index Fund, Columbia Small Cap Index Fund, Columbia Ultra Short Term Bond Fund and Columbia U.S. Treasury Index Fund. For Class C shares, the Distributor begins to pay these fees 12 months after purchase. However, for Class C shares, financial intermediaries may opt to decline the up-front payment described in Choosing a Share Class – Sales Charges and Commissions – Class C Shares – Commissions and instead may receive these fees immediately after purchase. If the intermediary opts to receive the up-front payment, the Distributor retains the distribution and service fee for the first 12 months following the sale of Class C shares in order to recover the up-front payment made to financial intermediaries and to pay for other related expenses. For Class R shares, the Distributor begins to pay these fees immediately after purchase.
The rest of the section remains the same.
For each Fund except Large Cap Growth Fund (Class E). The information in the section "Appendix A: Financial Intermediary-Specific Reductions/Waivers of Sales Charges" is hereby revised to include the following:
Edward D. Jones & Co., L.P. (Edward Jones)
The following information has been provided by Edward Jones:
Effective on or after April 17, 2020, clients of Edward Jones (also referred to as "shareholders") purchasing fund shares on the Edward Jones commission and fee-based platforms are eligible only for the following sales charge discounts (also referred to as "breakpoints") and waivers, which can differ from breakpoints and waivers described elsewhere in the mutual fund prospectus or SAI or through another broker-dealer. In all instances, it is the shareholder's responsibility to inform Edward Jones at the time of purchase of any relationship, holdings of Columbia Funds or other facts qualifying the purchaser for breakpoints or waivers. Edward Jones can ask for documentation of such circumstance.
Breakpoints
Rights of Accumulation (ROA)
■ The applicable sales charge on a purchase of Class A shares is determined by taking into account all share classes (except any money market funds and retirement plan share classes) of Columbia Funds held by the shareholder or in an account grouped by Edward Jones with other accounts for the purpose of providing certain pricing considerations ("pricing groups"). This includes all share classes held on the Edward Jones platform and/or held on another platform. The inclusion of eligible Columbia Fund assets in the rights of accumulation calculation is dependent on the shareholder notifying his or her financial advisor of such assets at the time of calculation.
■ ROA is determined by calculating the higher of cost or market value (current shares x NAV).
Letter of Intent (LOI)
■ Through a LOI, shareholders can receive the sales charge and breakpoint discounts for purchases shareholders intend to make over a 13-month period from the date Edward Jones receives the LOI. The LOI is determined by calculating the higher of cost or market value of qualifying holdings at LOI initiation in combination with the value that the shareholder intends to buy over a 13-month period to calculate the front-end sales charge and any breakpoint discounts. Each purchase the shareholder makes during that 13-month period will receive the sales charge and breakpoint discount that applies to the total amount. The inclusion of eligible Columbia Fund assets in the LOI calculation is dependent on the shareholder notifying his or her financial advisor of such assets at the time of calculation. Purchases made before the LOI is received by Edward Jones are not covered under the LOI and will not reduce the sales charge previously paid. Sales charges will be adjusted if LOI is not met.
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Sales Charge Waivers
Sales charges are waived for the following shareholders and in the following situations:
■ Associates of Edward Jones and its affiliates and their family members who are in the same pricing group (as determined by Edward Jones under its policies and procedures) as the associate. This waiver will continue for the remainder of the associate's life if the associate retires from Edward Jones in good-standing.
■ Shares purchased in an Edward Jones fee-based program.
■ Shares purchased through reinvestment of capital gains distributions and dividend reinvestment.
■ Shares purchased from the proceeds of redeemed shares of Columbia Funds so long as the following conditions are met: 1) the proceeds are from the sale of shares within 60 days of the purchase, and 2) the sale and purchase are made in the same share class and the same account or the purchase is made in an individual retirement account with proceeds from liquidations in a non-retirement account.
■ Shares exchanged into Class A shares from another share class so long as the exchange is into the same fund and was initiated at the discretion of Edward Jones. Edward Jones is responsible for any remaining CDSC due to the fund company, if applicable. Any future purchases are subject to the applicable sales charge as disclosed in the prospectus.
■ Exchanges from Class C shares to Class A shares of the same fund, generally, in the 84th month following the anniversary of the purchase date or earlier at the discretion of Edward Jones.
Contingent Deferred Sales Charge (CDSC) Waivers
If the shareholder purchases shares that are subject to a CDSC and those shares are redeemed before the CDSC is expired, the shareholder is responsible to pay the CDSC except in the following conditions:
■ The death or disability of the shareholder
■ Systematic withdrawals with up to 10% per year of the account value
■ Return of excess contributions from an Individual Retirement Account (IRA)
■ Shares sold as part of a required minimum distribution for IRA and retirement accounts if the redemption is taken in or after the year the shareholder reaches qualified age based on applicable IRS regulations
■ Shares sold to pay Edward Jones fees or costs in such cases where the transaction is initiated by Edward Jones
■ Shares exchanged in an Edward Jones fee-based program
■ Shares acquired through NAV reinstatement
Other Important Information
Minimum Purchase Amounts
■ $250 initial purchase minimum
■ $50 subsequent purchase minimum
Minimum Balances
■ Edward Jones has the right to redeem at its discretion fund holdings with a balance of $250 or less. The following are examples of accounts that are not included in this policy:
■ A fee-based account held on an Edward Jones platform
■ A 529 account held on an Edward Jones platform
■ An account with an active systematic investment plan or letter of intent (LOI)
Changing Share Classes
■ At any time it deems necessary, Edward Jones has the authority to exchange at NAV a shareholder's holdings in a fund to Class A shares.
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For each Fund except Large Cap Growth Fund (Class E). The information in the section "Appendix A: Financial Intermediary-Specific Reductions/Waivers of Sales Charges" with respect to Janney Montgomery Scott LLC, Merrill Lynch Pierce, Fenner & Smith Incorporated, and Raymond James & Associates, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and each entity’s affiliates is hereby superseded and replaced with the following:
Janney Montgomery Scott LLC (Janney)
The following information has been provided by Janney:
Effective May 1, 2020, if you purchase fund shares through a Janney brokerage account, you will be eligible for the following load waivers (front-end sales charge waivers and contingent deferred sales charge (“CDSC”), or back-end sales charge, waivers) and discounts, which may differ from those disclosed elsewhere in this Fund’s prospectus or SAI.
Front-end sales charge* waivers on Class A shares available at Janney
■ Shares purchased through reinvestment of capital gains distributions and dividend reinvestment when purchasing shares of the same fund (but not any other Columbia Fund).
■ Shares purchased by employees and registered representatives of Janney or its affiliates and their family members as designated by Janney.
■ Shares purchased from the proceeds of redemptions from another Columbia Fund, provided (1) the repurchase occurs within ninety (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 (i.e., right of reinstatement).
■ Employer-sponsored retirement plans (e.g., 401(k) plans, 457 plans, employer-sponsored 403(b) plans, profit sharing and money purchase pension plans and defined benefit plans). For purposes of this provision, employer-sponsored retirement plans do not include SEP IRAs, Simple IRAs, SAR-SEPs or Keogh plans.
■ Shares acquired through a right of reinstatement.
■ Class C shares that are no longer subject to a contingent deferred sales charge and are converted to Class A shares of the same fund pursuant to Janney’s policies and procedures.
CDSC waivers on Class A and C shares available at Janney
■ Shares sold upon the death or disability of the shareholder.
■ Shares sold as part of a systematic withdrawal plan as described in the Fund’s prospectus.
■ Shares purchased in connection with a return of excess contributions from an IRA account.
■ Shares sold as part of a required minimum distribution for IRA and retirement accounts if the redemption is taken in or after the year the shareholder reaches qualified age based on applicable IRS regulations.
■ Shares sold to pay Janney fees but only if the transaction is initiated by Janney.
■ Shares acquired through a right of reinstatement.
■ Shares exchanged into the same share class of a different fund.
Front-end sales charge* discounts available at Janney: breakpoints, rights of accumulation, and/or letters of intent
■ Breakpoints as described in the Fund’s prospectus.
■ Rights of accumulation (“ROA”), 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 Janney. Eligible Columbia Fund assets not held at Janney may be included in the ROA 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 Janney may be included in the calculation of letters of intent only if the shareholder notifies his or her financial advisor about such assets.
* Also referred to as an “initial sales charge.”
Merrill Lynch Pierce, Fenner & Smith Incorporated (Merrill Lynch)
The following information has been provided by Merrill Lynch:
Shareholders purchasing Fund shares through a Merrill Lynch platform or account will be eligible only for the following load waivers (front-end sales charge waivers and contingent deferred, or back-end, sales charge waivers) and discounts, which may differ from those disclosed elsewhere in the Fund’s prospectus or SAI:
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Front-End Load Discounts Available at Merrill Lynch:
Merrill Lynch makes available breakpoint discounts on shares of the Fund through:
■ Breakpoints as described in this prospectus.
■ Rights of Accumulation (ROA) which entitle shareholders to breakpoint discounts as described in the Fund’s prospectus will be automatically calculated based on the aggregated holding of Columbia Fund assets held by accounts (including 529 program holdings, where applicable) within the purchaser’s household at Merrill Lynch. Eligible Columbia Fund assets not held at Merrill Lynch may be included in the ROA calculation only if the shareholder notifies his or her financial advisor about such assets.
■ Letters of Intent (LOI) which allow for breakpoint discounts based on anticipated purchases of Columbia Funds, through Merrill Lynch, over a 13-month period of time (if applicable).
Front-End Sales Load Waivers on Class A Shares Available at Merrill Lynch:
■ Employer-sponsored retirement, deferred compensation and employee benefit plans (including health savings accounts) and trusts used to fund those plans, provided that the shares are not held in a commission-based brokerage account and shares are held for the benefit of the plan
■ Shares purchased by a 529 Plan (does not include 529 Plan units or 529-specific share classes or equivalents)
■ Shares purchased through a Merrill Lynch affiliated investment advisory program
■ Shares exchanged due to the holdings moving from a Merrill Lynch affiliated investment advisory program to a Merrill Lynch brokerage (non-advisory) account pursuant to Merrill Lynch’s policies relating to sales load discounts and waivers
■ Shares purchased by third party investment advisors on behalf of their advisory clients through Merrill Lynch’s platform
■ Shares of funds purchased through the Merrill Edge Self-Directed platform (if applicable)
■ Shares purchased through reinvestment of capital gains distributions and dividend reinvestment when purchasing shares of the same Fund (but not any other Columbia Fund)
■ Shares exchanged from Class C (i.e., level-load) shares of the same fund pursuant to Merrill Lynch’s policies relating to sales load discounts and waivers
■ Employees and registered representatives of Merrill Lynch or its affiliates and their family members
■ Directors or Trustees of the Fund, and employees of the Fund’s investment adviser or any of its affiliates, as described in this prospectus
■ Eligible shares purchased from the proceeds of redemptions from another Columbia Fund, 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). Automated transactions (i.e. systematic purchases and withdrawals) and purchases made after shares are automatically sold to pay Merrill Lynch’s account maintenance fees are not eligible for reinstatement
CDSC Waivers on Class A and C Shares Available at Merrill Lynch:
■ 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 pursuant to the Internal Revenue Code
■ Shares sold to pay Merrill Lynch fees but only if the transaction is initiated by Merrill Lynch
■ Shares acquired through a right of reinstatement
■ Shares held in retirement brokerage accounts, that are exchanged for a lower cost share class due to transfer to certain fee based accounts or platforms (applicable to Class A and Class C shares only)
■ Shares received through an exchange due to the holdings moving from a Merrill Lynch affiliated investment advisory program to a Merrill Lynch brokerage (non-advisory) account pursuant to Merrill Lynch’s policies relating to sales load discounts and waivers
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Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and each entity’s affiliates (Raymond James)
The following information has been provided by Raymond James:
Intermediary-Defined Sales Charge Waiver Policies:
The availability of certain initial or deferred sales charge waivers and discounts may depend on the particular financial intermediary or type of account through which you purchase or hold Fund shares.
Intermediaries may have different policies and procedures regarding the availability of front-end sales load waivers or contingent deferred (back-end) sales load (CDSC) waivers, which are discussed below. In all instances, it is the purchaser’s responsibility to notify the fund or the purchaser’s financial intermediary at the time of purchase of any relationship or other facts qualifying the purchaser for sales charge waivers or discounts. For waivers and discounts not available through a particular intermediary, shareholders will have to purchase fund shares directly from the fund or through another intermediary to receive these waivers or discounts.
Raymond James:
Effective March 1, 2019, shareholders purchasing fund shares through a Raymond James platform or account, or through an introducing broker-dealer or independent registered investment adviser for which Raymond James provides trade execution, clearance, and/or custody services, will be eligible only for the following load waivers (front-end sales charge waivers and contingent deferred, or back-end, sales charge waivers) and discounts, which may differ from those disclosed elsewhere in this Fund’s prospectus or SAI.
Front-end Sales Load Waivers on Class A Shares Available at Raymond James:
■ 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.
CDSC Waivers on Class A and Class C Shares Available at 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 the qualified age based on applicable IRS regulations 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.
Front-end Load Discounts Available at Raymond James: Breakpoints, Rights of Accumulation and/or Letters of Intent:
■ 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 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.
Shareholders should retain this Supplement for future reference.
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