0001193125-23-052652.txt : 20230228 0001193125-23-052652.hdr.sgml : 20230228 20230228091801 ACCESSION NUMBER: 0001193125-23-052652 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230228 DATE AS OF CHANGE: 20230228 EFFECTIVENESS DATE: 20230228 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: 23678924 BUSINESS ADDRESS: STREET 1: 71 S. WACKER DRIVE, SUITE 2500 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3126349200 MAIL ADDRESS: STREET 1: 71 S. WACKER DRIVE, SUITE 2500 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 S000009189 Columbia Thermostat Fund C000024974 Columbia Thermostat Fund Class A CTFAX C000024976 Columbia Thermostat Fund Class C CTFDX C000024977 Columbia Thermostat Fund Institutional Class COTZX C000122749 Columbia Thermostat Fund Advisor Class CTORX C000122750 Columbia Thermostat Fund Institutional 2 Class CQTRX C000122751 Columbia Thermostat Fund Institutional 3 Class CYYYX 497K 1 d240719d497k.htm COLUMBIA ACORN TRUST COLUMBIA ACORN TRUST
Supplement dated February 28, 2023
to the Prospectus and Summary Prospectus of the following Fund:
Fund Prospectus and Summary Prospectus Dated
Columbia Acorn Trust  
 Columbia Thermostat Fund 5/1/2022
Effective immediately, the portfolio manager information under the heading “Fund Management” in the Summary Prospectus and the “Summary of the Fund” section of the Prospectus, is hereby superseded and replaced with the following:
    
Portfolio Management   Title   Role with Fund   Service with the Fund Since
Alex M. Rivas   Portfolio Manager and Assistant Vice President of the Investment Manager   Portfolio Manager
since May 2022 		  2018
Corey Lorenzen, CFA   Associate Portfolio Manager of Columbia Management and Vice President of the Investment Manager   Portfolio Manager
since February 2023 		  February 2023
The portfolio manager information under the heading “Primary Service Provider Contracts — Portfolio Managers” in the “More Information About the Fund" section of the Prospectus is hereby superseded and replaced with the following:
Portfolio Managers
Information about the portfolio managers primarily responsible for overseeing the Fund’s investments is shown below. The SAI provides additional information about the portfolio managers, including information relating to compensation, other accounts managed by the portfolio managers, and ownership by the portfolio managers of Fund shares.
    
Portfolio Management   Title   Role with Fund   Service with the Fund Since
Alex M. Rivas   Portfolio Manager and Assistant Vice President of the Investment Manager   Portfolio Manager
since May 2022 		  2018
Corey Lorenzen, CFA   Associate Portfolio Manager of Columbia Management and Vice President of the Investment Manager   Portfolio Manager
since February 2023 		  February 2023
Mr. Rivas joined Columbia Management, an affiliate of the Investment Manager in 2017. Mr. Rivas has served as Assistant Vice President of the Investment Manager since February 2018. Prior to joining Columbia Management, Mr. Rivas was a trading specialist with Blackrock Advisors, LLC. Mr. Rivas began his investment career in 2009 and earned a B.S. from Georgia Institute of Technology and a Master’s degree in Finance from Princeton University.
Mr. Lorenzen joined Columbia Management, an affiliate of the Investment Manager in 2012. Mr. Lorenzen began his investment career in 2012 and earned a B.S. from the University of Wisconsin - Madison and an M.S. from the University of Wisconsin - Milwaukee.
Shareholders should retain this Supplement for future reference.
SUP235_12_009_(02/23)