Fund | Prospectus Dated |
Columbia Acorn Trust | |
Columbia Acorn European Fund | 5/1/2023 |
Columbia Acorn Fund | 5/1/2023 |
Columbia Acorn International | 5/1/2023 |
Columbia Acorn International Select | 5/1/2023 |
Columbia Thermostat Fund | 5/1/2023 |
Columbia Funds Series Trust | |
Columbia California Intermediate Municipal Bond Fund | 9/1/2023 |
Columbia Capital Allocation Moderate Aggressive Portfolio | 6/1/2023 |
Columbia Capital Allocation Moderate Conservative Portfolio | 6/1/2023 |
Columbia Convertible Securities Fund | 7/1/2023 |
Columbia Large Cap Enhanced Core Fund | 7/1/2023 |
Columbia Large Cap Growth Opportunity Fund | 7/1/2023 |
Columbia Large Cap Index Fund | 7/1/2023 |
Columbia Mid Cap Index Fund | 7/1/2023 |
Columbia Overseas Value Fund | 7/1/2023 |
Columbia Select Large Cap Equity Fund | 7/1/2023 |
Columbia Select Mid Cap Value Fund | 7/1/2023 |
Columbia Short Duration Municipal Bond Fund | 9/1/2023 |
Columbia Short Term Bond Fund | 8/1/2023 |
Columbia Small Cap Index Fund | 7/1/2023 |
Columbia Small Cap Value Fund II | 7/1/2023 |
Columbia Funds Series Trust I | |
Columbia Adaptive Retirement 2020 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2025 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2030 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2035 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2040 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2045 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2050 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2055 Fund | 8/1/2023 |
Columbia Adaptive Retirement 2060 Fund | 8/1/2023 |
Columbia Balanced Fund | 1/1/2023 |
Columbia Bond Fund | 9/1/2023 |
Columbia Connecticut Intermediate Municipal Bond Fund | 3/1/2023 |
Columbia Contrarian Core Fund | 1/1/2023 |
Columbia Corporate Income Fund | 9/1/2023 |
Columbia Emerging Markets Fund | 1/1/2023 |
Columbia Global Technology Growth Fund | 1/1/2023 |
Columbia Greater China Fund | 1/1/2023 |
Columbia Intermediate Duration Municipal Bond Fund | 3/1/2023 |
Columbia International Dividend Income Fund | 1/1/2023 |
Columbia Large Cap Growth Fund (Classes A, Adv, C, Inst, Inst2, Inst3, R and V) | 12/1/2022 |
Columbia Massachusetts Intermediate Municipal Bond Fund | 3/1/2023 |
Columbia New York Intermediate Municipal Bond Fund | 3/1/2023 |
Columbia Oregon Intermediate Municipal Bond Fund | 12/1/2022 |
Fund | Prospectus Dated |
Columbia Real Estate Equity Fund | 4/27/2023 |
Columbia Select Large Cap Growth Fund | 8/1/2023 |
Columbia Select Mid Cap Growth Fund | 1/1/2023 |
Columbia Small Cap Growth Fund | 1/1/2023 |
Columbia Small Cap Value Fund I | 9/1/2023 |
Columbia Strategic California Municipal Income Fund | 3/1/2023 |
Columbia Strategic Income Fund | 1/1/2023 |
Columbia Strategic New York Municipal Income Fund | 3/1/2023 |
Columbia Tax-Exempt Fund | 12/1/2022 |
Columbia Total Return Bond Fund | 9/1/2023 |
Columbia U.S. Treasury Index Fund | 9/1/2023 |
Columbia Ultra Short Term Bond Fund | 12/1/2022 |
Columbia Funds Series Trust II | |
Columbia Capital Allocation Aggressive Portfolio | 6/1/2023 |
Columbia Capital Allocation Conservative Portfolio | 6/1/2023 |
Columbia Capital Allocation Moderate Portfolio | 6/1/2023 |
Columbia Disciplined Core Fund | 12/1/2022 |
Columbia Disciplined Growth Fund | 12/1/2022 |
Columbia Disciplined Value Fund | 12/1/2022 |
Columbia Emerging Markets Bond Fund | 1/1/2023 |
Columbia Floating Rate Fund | 12/1/2022 |
Columbia Global Opportunities Fund | 12/1/2022 |
Columbia Global Value Fund | 7/1/2023 |
Columbia Government Money Market Fund | 12/1/2022 |
Columbia Income Builder Fund | 6/1/2023 |
Columbia Income Opportunities Fund | 12/1/2022 |
Columbia Integrated Large Cap Growth Fund | 1/1/2023 |
Columbia Integrated Large Cap Value Fund | 1/1/2023 |
Columbia Integrated Small Cap Growth Fund | 1/1/2023 |
Columbia Limited Duration Credit Fund | 12/1/2022 |
Columbia Minnesota Tax-Exempt Fund | 12/1/2022 |
Columbia Overseas Core Fund | 7/1/2023 |
Columbia Pyrford International Stock Fund | 1/1/2023 |
Columbia Select Global Equity Fund | 3/1/2023 |
Columbia Seligman Global Technology Fund | 3/1/2023 |
Columbia Strategic Municipal Income Fund | 12/1/2022 |
Columbia Ultra Short Duration Municipal Bond Fund | 1/1/2023 |
■ | Shares exchanged from Class C (i.e. level-load) shares that are no longer subject to a CDSC and are exchanged into Class A shares of the same fund pursuant to J.P. Morgan Securities LLC’s share class exchange policy. |
■ | Qualified employer-sponsored defined contribution and defined benefit retirement plans, nonqualified deferred compensation plans, other employee benefit plans and trusts used to fund those plans. For purposes of this provision, such plans do not include SEP IRAs, SIMPLE IRAs, SAR-SEPs or 501(c)(3) accounts. |
■ | Shares of funds purchased through J.P. Morgan Securities LLC Self-Directed Investing accounts. |
■ | Shares purchased through rights of reinstatement. |
■ | Shares purchased through reinvestment of capital gains distributions and dividend reinvestment when purchasing shares of the same fund (but not any other fund within the Columbia fund family). |
■ | Shares purchased by employees and registered representatives of J.P. Morgan Securities LLC or its affiliates and their spouse or financial dependent as defined by J.P. Morgan Securities LLC. |
■ | A shareholder in the fund’s Class C shares will have their shares converted to Class A shares (or the appropriate share class) of the same fund if the shares are no longer subject to a CDSC and the conversion is consistent with J.P. Morgan Securities LLC’s policies and procedures. |
■ | Shares sold upon the death or disability of the shareholder. |
■ | Shares sold as part of a systematic withdrawal plan as described in this 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 pursuant to the Internal Revenue Code. |
■ | Shares acquired through a right of reinstatement. |
■ | Breakpoints as described in this prospectus. |
■ | Rights of Accumulation (“ROA”) which entitle shareholders to breakpoint discounts as described in this prospectus will be automatically calculated based on the aggregated holding of Columbia fund family assets held by accounts within the purchaser’s household at J.P. Morgan Securities LLC. Eligible Columbia fund family assets not held at J.P. Morgan Securities LLC (including 529 program holdings, where applicable) may be included in the ROA calculation only if the shareholder notifies their financial advisor about such assets. |
■ | Letters of Intent (“LOI”) which allow for breakpoint discounts based on anticipated purchases within the Columbia fund family, through J.P. Morgan Securities LLC, over a 13-month period of time (if applicable). |