0001193125-24-004359.txt : 20240108 0001193125-24-004359.hdr.sgml : 20240108 20240108160202 ACCESSION NUMBER: 0001193125-24-004359 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240108 DATE AS OF CHANGE: 20240108 EFFECTIVENESS DATE: 20240108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA ACORN TRUST CENTRAL INDEX KEY: 0000002110 ORGANIZATION NAME: 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: 24520012 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 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 ORGANIZATION NAME: 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: 24520014 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Funds Series Trust II CENTRAL INDEX KEY: 0001352280 ORGANIZATION NAME: 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: 24520015 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 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 FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 ORGANIZATION NAME: 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: 24520013 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 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 0000002110 S000009185 Columbia Acorn International C000024960 Columbia Acorn International Class C LAICX C000097732 Columbia Acorn International Class R CACRX 0000002110 S000009188 Columbia Acorn International Select C000024972 Columbia Acorn International Select Class C LFFCX 0000002110 S000033621 Columbia Acorn European Fund C000103325 Columbia Acorn European Fund Class C CAECX C000122752 Columbia Acorn European Fund Institutional 2 Class CAEEX C000171393 Columbia Acorn European Fund Institutional 3 Class CAEYX 0000773757 S000012069 Columbia Greater China Fund C000032845 Columbia Greater China Fund Class C NGCCX C000122661 Columbia Greater China Fund Institutional 2 Class CGCRX 0000773757 S000012070 Columbia Select Mid Cap Growth Fund C000032852 Columbia Select Mid Cap Growth Fund Class R CMGRX 0000773757 S000012071 Columbia Oregon Intermediate Municipal Bond Fund C000032860 Columbia Oregon Intermediate Municipal Bond Fund Class C CORCX 0000773757 S000012072 Columbia Real Estate Equity Fund C000032865 Columbia Real Estate Equity Fund Class C CRECX C000094672 Columbia Real Estate Equity Fund Class R CRSRX 0000773757 S000012074 Columbia International Dividend Income Fund C000032874 Columbia International Dividend Income Fund Class C CSRCX C000094679 Columbia International Dividend Income Fund Class R CSGRX 0000773757 S000012087 Columbia Massachusetts Intermediate Municipal Bond Fund C000032944 Columbia Massachusetts Intermediate Municipal Bond Fund Class C LMICX C000169174 Columbia Massachusetts Intermediate Municipal Bond Fund Institutional 2 Class CMAUX 0000773757 S000012089 Columbia New York Intermediate Municipal Bond Fund C000032953 Columbia New York Intermediate Municipal Bond Fund Class C LNYCX 0000773757 S000012096 Columbia Corporate Income Fund C000032981 Columbia Corporate Income Fund Class C CIOCX 0000773757 S000012098 Columbia U.S. Treasury Index Fund C000032990 Columbia U.S. Treasury Index Fund Class C LUTCX 0000773757 S000021572 Columbia Emerging Markets Fund C000094703 Columbia Emerging Markets Fund Class R CEMRX 0000773757 S000021579 Columbia Bond Fund C000061834 Columbia Bond Fund Class C CNDCX C000109452 Columbia Bond Fund Class R CBFRX 0000773757 S000036204 Multi-Manager Growth Strategies Fund C000216708 Multi-Manager Growth Strategies Fund Institutional 3 Class CABGX 0000773757 S000036205 Multi-Manager Total Return Bond Strategies Fund C000216709 Multi-Manager Total Return Bond Strategies Fund Institutional 3 Class CTREX 0000773757 S000036206 Multi-Manager Small Cap Equity Strategies Fund C000216710 Multi-Manager Small Cap Equity Strategies Fund Institutional 3 Class CSCLX 0000773757 S000037262 Columbia Adaptive Risk Allocation Fund C000114821 Columbia Adaptive Risk Allocation Fund Class R CRKRX 0000773757 S000048058 Columbia Multi Strategy Alternatives Fund C000151804 Columbia Multi Strategy Alternatives Fund Class R CRRLX C000151806 Columbia Multi Strategy Alternatives Fund Institutional 2 Class CLIVX C000151808 Columbia Multi Strategy Alternatives Fund Institutional 3 Class CLAYX 0000773757 S000061733 Multi-Manager International Equity Strategies Fund C000216711 Multi-Manager International Equity Strategies Fund Institutional 3 Class CIEEX 0001097519 S000010774 Columbia Capital Allocation Moderate Aggressive Portfolio C000122567 Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 2 Class CLHRX 0001097519 S000010777 Columbia Short Term Bond Fund C000094638 Columbia Short Term Bond Fund Class R CSBRX 0001097519 S000010778 Columbia Short Duration Municipal Bond Fund C000029794 Columbia Short Duration Municipal Bond Fund Class C NSMUX 0001097519 S000010780 Columbia California Intermediate Municipal Bond Fund C000029802 Columbia California Intermediate Municipal Bond Fund Class C CCICX 0001097519 S000010789 Columbia Convertible Securities Fund C000109944 Columbia Convertible Securities Fund Class R CVBRX 0001097519 S000010793 Columbia Small Cap Value Fund II C000029857 Columbia Small Cap Value Fund II Class C COVCX 0001097519 S000010796 Columbia Capital Allocation Moderate Conservative Portfolio C000122585 Columbia Capital Allocation Moderate Conservative Portfolio Institutional 2 Class CLRRX C000129844 Columbia Capital Allocation Moderate Conservative Portfolio Institutional 3 Class CPDGX 0001097519 S000010818 Columbia Large Cap Enhanced Core Fund C000145446 Columbia Large Cap Enhanced Core Fund Institutional 2 Class CLNCX 0001352280 S000030660 Columbia Select Global Equity Fund C000095021 Columbia Select Global Equity Fund Class R CGERX 0001352280 S000031341 Columbia Floating Rate Fund C000097335 Columbia Floating Rate Fund Class R CFRRX 0001352280 S000031344 Columbia Quality Income Fund C000169181 Columbia Quality Income Fund Class R CUGUX 0001352280 S000031351 Columbia Disciplined Growth Fund C000097406 Columbia Disciplined Growth Fund Class R CGQRX C000122755 Columbia Disciplined Growth Fund Institutional 2 Class CQURX 0001352280 S000031352 Columbia Income Opportunities Fund C000097414 Columbia Income Opportunities Fund Class R CIORX 0001352280 S000031353 Columbia Disciplined Value Fund C000097423 Columbia Disciplined Value Fund Class R RLCOX 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 C000097432 Columbia Large Cap Value Fund Class R RDEIX 0001352280 S000031356 Columbia Disciplined Core Fund C000097452 Columbia Disciplined Core Fund Class R CLQRX 0001352280 S000031358 Columbia Capital Allocation Aggressive Portfolio C000129847 Columbia Capital Allocation Aggressive Portfolio Institutional 2 Class CPANX 0001352280 S000031359 Columbia Capital Allocation Conservative Portfolio C000097475 Columbia Capital Allocation Conservative Portfolio Class R CBVRX 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 C000097493 Columbia Capital Allocation Moderate Portfolio Class R CBMRX C000129853 Columbia Capital Allocation Moderate Portfolio Institutional 2 Class CPAMX 0001352280 S000031367 Columbia Global Opportunities Fund C000097527 Columbia Global Opportunities Fund Class C RSSCX C000097529 Columbia Global Opportunities Fund Class R CSARX C000122760 Columbia Global Opportunities Fund Institutional 2 Class CLNRX C000177154 Columbia Global Opportunities Fund Institutional 3 Class CGOYX 0001352280 S000031375 Columbia Select Small Cap Value Fund C000097589 Columbia Select Small Cap Value Fund Class C SVMCX C000097591 Columbia Select Small Cap Value Fund Class R SSVRX 0001352280 S000031379 Columbia Emerging Markets Bond Fund C000097621 Columbia Emerging Markets Bond Fund Class C REBCX 0001352280 S000033328 Columbia Commodity Strategy Fund C000117665 Columbia Commodity Strategy Fund Class C CCSCX C000117666 Columbia Commodity Strategy Fund Class R CCSRX 0001352280 S000033329 Columbia Flexible Capital Income Fund C000102394 Columbia Flexible Capital Income Fund Class R CFIRX 0001352280 S000036208 Multi-Manager Value Strategies Fund C000216704 Multi-Manager Value Strategies Fund Institutional 3 Class CVSDX 0001352280 S000061338 Columbia Overseas Core Fund C000198588 Columbia Overseas Core Fund Class C COSCX 0001352280 S000074120 Columbia Integrated Large Cap Growth Fund C000231661 Columbia Integrated Large Cap Growth Fund Class R ILGEX C000231662 Columbia Integrated Large Cap Growth Fund Class C ILGDX C000231665 Columbia Integrated Large Cap Growth Fund Institutional 2 Class ILGHX 0001352280 S000074121 Columbia Integrated Large Cap Value Fund C000231670 Columbia Integrated Large Cap Value Fund Class R ILVDX C000231671 Columbia Integrated Large Cap Value Fund Class C ILVCX C000231672 Columbia Integrated Large Cap Value Fund Institutional 3 Class ILVHX C000231673 Columbia Integrated Large Cap Value Fund Institutional 2 Class ILVGX 0001352280 S000074122 Columbia Integrated Small Cap Growth Fund C000231676 Columbia Integrated Small Cap Growth Fund Class C ISGFX C000231679 Columbia Integrated Small Cap Growth Fund Institutional 2 Class ISGOX C000231680 Columbia Integrated Small Cap Growth Fund Institutional 3 Class ISGQX C000231681 Columbia Integrated Small Cap Growth Fund Class R ISGHX 0001352280 S000074123 Columbia Pyrford International Stock Fund C000231682 Columbia Pyrford International Stock Fund Class C PISEX 0001352280 S000074124 Columbia Ultra Short Duration Municipal Bond Fund C000231691 Columbia Ultra Short Duration Municipal Bond Fund Institutional 3 Class USMFX 497 1 d868511d497.htm 497 497
Supplement dated January 8, 2024
to the Prospectus and Summary Prospectus, as supplemented or amended (as applicable), of each of the following
funds:
Fund Prospectus and Summary Prospectus Dated
Columbia Acorn Trust  
 Columbia Acorn European Fund 5/1/2023
 Columbia Acorn International 5/1/2023
 Columbia Acorn International Select 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 Short Duration Municipal Bond Fund 9/1/2023
 Columbia Short Term Bond Fund 8/1/2023
 Columbia Small Cap Value Fund II 7/1/2023
Columbia Funds Series Trust I  
 Columbia Adaptive Risk Allocation Fund 10/1/2023
 Columbia Bond Fund 9/1/2023
 Columbia Corporate Income Fund 9/1/2023
 Columbia Emerging Markets Fund 1/1/2024
 Columbia Greater China Fund 1/1/2024
 Columbia International Dividend Income Fund 1/1/2024
 Columbia Massachusetts Intermediate Municipal Bond Fund 3/1/2023
 Columbia Multi Strategy Alternatives Fund 10/1/2023
 Columbia New York Intermediate Municipal Bond Fund 3/1/2023
 Columbia Oregon Intermediate Municipal Bond Fund 12/1/2023
 Columbia Real Estate Equity Fund 4/27/2023
 Columbia Select Mid Cap Growth Fund 1/1/2024
 Columbia U.S. Treasury Index Fund 9/1/2023
 Multi-Manager Growth Strategies Fund 8/1/2023
 Multi-Manager International Equity Strategies Fund 1/1/2024
 Multi-Manager Small Cap Equity Strategies Fund 1/1/2024
 Multi-Manager Total Return Bond Strategies Fund 1/1/2024
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 Commodity Strategy Fund 10/1/2023
 Columbia Disciplined Core Fund 12/1/2023
 Columbia Disciplined Growth Fund 12/1/2023
 Columbia Disciplined Value Fund 12/1/2023
 Columbia Emerging Markets Bond Fund 1/1/2024
 Columbia Flexible Capital Income Fund 10/1/2023
 Columbia Floating Rate Fund 12/1/2023
 Columbia Global Opportunities Fund 12/1/2023
 Columbia Income Opportunities Fund 12/1/2023
 Columbia Integrated Large Cap Growth Fund 1/1/2024
 Columbia Integrated Large Cap Value Fund 1/1/2024
SUP000_00_140_(01/24)

 

Fund Prospectus and Summary Prospectus Dated
 Columbia Integrated Small Cap Growth Fund 1/1/2024
 Columbia Large Cap Value Fund 10/1/2023
 Columbia Overseas Core Fund 7/1/2023
 Columbia Pyrford International Stock Fund 1/1/2024
 Columbia Quality Income Fund 10/1/2023
 Columbia Select Global Equity Fund 3/1/2023
 Columbia Select Small Cap Value Fund 10/1/2023
 Columbia Ultra Short Duration Municipal Bond Fund 1/1/2024
 Multi-Manager Value Strategies Fund 10/1/2023
The Boards of Trustees of the funds listed above (each, a Fund, and collectively, the Funds) recently approved, for certain Funds, a proposal to accelerate the conversion of Class C shares into Class A shares of such Funds and, for certain Funds, a proposal to liquidate Class C, Institutional 2 Class (Class Inst2), Institutional 3 Class (Class Inst3), and Class R shares, resulting in the closing of these share classes of the applicable Funds to any new or existing shareholders. The following table identifies the impacted share class(es) by Fund:
    
Fund Name Class C Class Inst2 Class Inst3 Class R
Columbia Acorn European Fund Convert to A Liquidate Liquidate  
Columbia Acorn International Convert to A     Liquidate
Columbia Acorn International Select Convert to A      
Columbia Adaptive Risk Allocation Fund       Liquidate
Columbia Bond Fund Convert to A     Liquidate
Columbia California Intermediate Municipal Bond Fund Convert to A      
Columbia Capital Allocation Aggressive Portfolio   Liquidate    
Columbia Capital Allocation Conservative Portfolio   Liquidate Liquidate Liquidate
Columbia Capital Allocation Moderate Aggressive Portfolio   Liquidate    
Columbia Capital Allocation Moderate Conservative Portfolio   Liquidate Liquidate  
Columbia Capital Allocation Moderate Portfolio   Liquidate   Liquidate
Columbia Commodity Strategy Fund Convert to A     Liquidate
Columbia Convertible Securities Fund       Liquidate
Columbia Corporate Income Fund Convert to A      
Columbia Disciplined Core Fund       Liquidate
Columbia Disciplined Growth Fund   Liquidate   Liquidate
Columbia Disciplined Value Fund   Liquidate Liquidate Liquidate
Columbia Emerging Markets Bond Fund Convert to A      
Columbia Emerging Markets Fund       Liquidate
Columbia Flexible Capital Income Fund       Liquidate
Columbia Floating Rate Fund       Liquidate
Columbia Global Opportunities Fund Convert to A Liquidate Liquidate Liquidate
Columbia Greater China Fund Convert to A Liquidate    
Columbia Income Opportunities Fund       Liquidate
Columbia Integrated Large Cap Growth Fund Convert to A Liquidate   Liquidate
Columbia Integrated Large Cap Value Fund Convert to A Liquidate Liquidate Liquidate
Columbia Integrated Small Cap Growth Fund Convert to A Liquidate Liquidate Liquidate
Columbia International Dividend Income Fund Convert to A     Liquidate
Columbia Large Cap Enhanced Core Fund   Liquidate    
Columbia Large Cap Value Fund       Liquidate
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SUP000_00_140_(01/24)

 

Fund Name Class C Class Inst2 Class Inst3 Class R
Columbia Massachusetts Intermediate Municipal Bond Fund Convert to A Liquidate    
Columbia Multi Strategy Alternatives Fund   Liquidate Liquidate Liquidate
Columbia New York Intermediate Municipal Bond Fund Convert to A      
Columbia Oregon Intermediate Municipal Bond Fund Convert to A      
Columbia Overseas Core Fund Convert to A      
Columbia Pyrford International Stock Fund Convert to A      
Columbia Quality Income Fund       Liquidate
Columbia Real Estate Equity Fund Convert to A     Liquidate
Columbia Select Global Equity Fund       Liquidate
Columbia Select Mid Cap Growth Fund       Liquidate
Columbia Select Small Cap Value Fund Convert to A     Liquidate
Columbia Short Duration Municipal Bond Fund Convert to A      
Columbia Short Term Bond Fund       Liquidate
Columbia Small Cap Value Fund II Convert to A      
Columbia U.S. Treasury Index Fund Convert to A      
Columbia Ultra Short Duration Municipal Bond Fund     Liquidate  
Multi-Manager Growth Strategies Fund     Liquidate  
Multi-Manager International Equity Strategies Fund     Liquidate  
Multi-Manager Small Cap Equity Strategies Fund     Liquidate  
Multi-Manager Total Return Bond Strategies Fund     Liquidate  
Multi-Manager Value Strategies Fund     Liquidate  
For Funds Converting Their Class C Shares into Class A Shares
Effective on February 12, 2024, Class C shares of the Fund will be closed to new and existing investors. In the event that an order to purchase Class C shares is received by a Fund or its transfer agent on or after February 12, 2024, that order will be refused by the Fund or its transfer agent and any money that the Fund or its transfer agent receives with the order will be returned to the investor, account or financial intermediary, as appropriate, without interest.
Effective on April 15, 2024, shares held by Class C shareholders of the Fund will be converted into Class A shares of the Fund. This will be a tax-free transaction for existing Class C shareholders.
Effective on April 22, 2024, all references to Class C shares are hereby deleted from the Fund's Prospectus and Summary Prospectus.
For Funds Liquidating Their Class Inst2, Class Inst3 and/or Class R Shares
Effective on March 11, 2024, Class Inst2, Class Inst3 and/or Class R shares of the Fund will be closed to new and existing investors. In the event that an order to purchase such share classes is received by a Fund or its transfer agent on or after March 11, 2024, that order will be refused by the Fund or its transfer agent and any money that the Fund or its transfer agent receives with the order will be returned to the investor, account or financial intermediary, as appropriate, without interest.
Effective at close of business on April 19, 2024 (the Liquidation Date), Class Inst2, Class Inst3 and/or Class R shares of the Fund will be liquidated.
Shareholders who hold Class Inst2, Class Inst3 and/or Class R shares of the Fund through a retirement plan or account (such as a 401(k) plan or individual retirement account) and who receive a distribution of liquidation proceeds will be subject to taxes and, if under 59½ years of age, applicable early withdrawal penalties, unless the distribution proceeds are reinvested as a rollover in an eligible retirement plan or account within 60 days after the proceeds are received. Investors with a Columbia IRA, SEP IRA, SIMPLE IRA, Roth IRA or Coverdell Education Savings Account with UMB Bank as custodian must act on their account(s) prior to the Liquidation Date. Investors holding Class Inst2, Class Inst3 or Class R shares in these accounts who do not take action to either sell their shares or exchange their shares out of the liquidating Fund prior to the Liquidation Date, will be automatically exchanged to Class Inst2, Class Inst3 or Class A shares, respectively, of Columbia Government Money Market Fund. Investors choosing to liquidate their retirement account prior to the liquidation date by completing an IRA Distribution Form or calling the Transfer Agent may have the $20 annual participant fee taken from the liquidation proceeds.
3
SUP000_00_140_(01/24)

 

Effective on April 22, 2024, all references to Class Inst2, Class Inst3 and/or Class R shares are hereby deleted from the Fund's Prospectus and Summary Prospectus.
Shareholders should retain this Supplement for future reference.
4
SUP000_00_140_(01/24)