0001193125-14-245345.txt : 20140626 0001193125-14-245345.hdr.sgml : 20140626 20140623160034 ACCESSION NUMBER: 0001193125-14-245345 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140623 DATE AS OF CHANGE: 20140623 EFFECTIVENESS DATE: 20140623 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: 14935196 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 8003382550 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 0000773757 S000010615 Columbia High Yield Municipal Fund C000029350 Class A LHIAX C000029351 Class B CHMBX C000029352 Class C CHMCX C000029353 Class Z SRHMX C000122656 Class R5 CHMYX C000126463 Class R4 CHIYX 0000773757 S000010617 Columbia Strategic Income Fund C000029358 Class A COSIX C000029359 Class B CLSBX C000029360 Class C CLSCX C000029362 Class Z LSIZX C000094661 Class R CSNRX C000094662 Class K CSIVX C000094663 Class R5 CTIVX C000094664 Class W CTTWX C000122657 Class R4 CMNRX C000129839 Class Y CPHUX 0000773757 S000010620 Columbia Tax-Exempt Fund C000029373 Class A COLTX C000029374 Class B CTEBX C000029375 Class C COLCX C000029376 Class Z CTEZX C000126464 Class R4 CTERX C000136874 Class R5 CADMX 0000773757 S000010621 Columbia California Tax-Exempt Fund C000029377 Class A CLMPX C000029378 Class B CCABX C000029379 Class C CCAOX C000029380 Class Z CCAZX C000126465 Class R4 CCARX 0000773757 S000010623 Columbia Intermediate Municipal Bond Fund C000029387 Class A LITAX C000029388 Class B LITBX C000029389 Class C LITCX C000029391 Class T GIMAX C000029392 Class Z SETMX C000122658 Class R5 CTMRX C000126466 Class R4 CIMRX 0000773757 S000012068 Columbia Balanced Fund C000032838 Class A CBLAX C000032839 Class B CBLBX C000032840 Class C CBLCX C000032842 Class Z CBALX C000094665 Class R CBLRX C000094666 Class K CLRFX C000094667 Class R5 CLREX C000122659 Class R4 CBDRX C000122660 Class Y CBDYX 0000773757 S000012069 Columbia Greater China Fund C000032843 Class A NGCAX C000032844 Class B NGCBX C000032845 Class C NGCCX C000032846 Class Z LNGZX C000105496 Class I CCINX C000117687 Class W CGCWX C000122661 Class R5 CGCRX C000126467 Class R4 CGCHX 0000773757 S000012070 Columbia Mid Cap Growth Fund C000032847 Class A CBSAX C000032848 Class B CBSBX C000032849 Class C CMCCX C000032852 Class R CMGRX C000032853 Class T CBSTX C000032854 Class Z CLSPX C000078986 Class Y CMGYX C000094668 Class I CMTIX C000094669 Class R5 CMGVX C000094670 Class W CMRWX C000121788 Class K CMCKX C000121789 Class R4 CPGRX 0000773757 S000012071 Columbia Oregon Intermediate Municipal Bond Fund C000032858 Class A COEAX C000032859 Class B COEBX C000032860 Class C CORCX C000032862 Class Z CMBFX C000122662 Class R5 CODRX C000126468 Class R4 CORMX 0000773757 S000012072 Columbia Real Estate Equity Fund C000032863 Class A CREAX C000032864 Class B CREBX C000032865 Class C CRECX C000032867 Class Z CREEX C000094671 Class I CREIX C000094672 Class R CRSRX C000094673 Class K CRRFX C000094674 Class R5 CRRVX C000094675 Class W CREWX C000122663 Class R4 CRERX 0000773757 S000012073 Columbia Small Cap Growth Fund I C000032868 Class A CGOAX C000032869 Class B CGOBX C000032870 Class C CGOCX C000032871 Class Z CMSCX C000078987 Class Y CSGYX C000094676 Class I CSWIX C000094677 Class R CCRIX C000121790 Class K CSCKX C000121791 Class R4 CHHRX C000121792 Class R5 CSCRX 0000773757 S000012074 Columbia Global Dividend Opportunity Fund C000032872 Class A CSVAX C000032873 Class B CSVBX C000032874 Class C CSRCX C000032876 Class Z CSVFX C000078988 Class Y CLSYX C000094678 Class I CEVIX C000094679 Class R CSGRX C000094680 Class W CTVWX C000126469 Class R4 CGOLX C000138362 Class R5 CADPX 0000773757 S000012075 Columbia Technology Fund C000032877 Class A CTCAX C000032878 Class B CTCBX C000032879 Class C CTHCX C000032881 Class Z CMTFX C000122664 Class R4 CTYRX C000122665 Class R5 CTHRX 0000773757 S000012077 Columbia Contrarian Core Fund C000032888 Class A LCCAX C000032889 Class B LCCBX C000032890 Class C LCCCX C000032892 Class T SGIEX C000032893 Class Z SMGIX C000094681 Class R CCCRX C000094682 Class K CCRFX C000094683 Class W CTRWX C000094684 Class I CCCIX C000122666 Class R4 CORRX C000122667 Class R5 COFRX C000122668 Class Y COFYX 0000773757 S000012079 Columbia Dividend Income Fund C000032900 Class A LBSAX C000032901 Class B LBSBX C000032902 Class C LBSCX C000032904 Class T GEQAX C000032905 Class Z GSFTX C000061836 Class R CDIRX C000094685 Class I CDVIX C000094686 Class W CDVWX C000122669 Class R4 CVIRX C000122670 Class R5 CDDRX C000122671 Class Y CDDYX 0000773757 S000012081 Columbia Large Cap Growth Fund C000032910 Class A LEGAX C000032911 Class B LEGBX C000032912 Class C LEGCX C000032914 Class T GAEGX C000032915 Class Z GEGTX C000034322 Class E CLGEX C000034323 Class F CLGFX C000078989 Class Y CGFYX C000094687 Class I CLGIX C000094688 Class R CGWRX C000094689 Class K CLRUX C000094690 Class R5 CLWFX C000094691 Class W CLGWX C000122672 Class R4 CCGRX 0000773757 S000012083 Columbia Small Cap Core Fund C000032920 Class A LSMAX C000032921 Class B LSMBX C000032922 Class C LSMCX C000032924 Class T SSCEX C000032925 Class Z SMCEX C000094692 Class I CPOIX C000094693 Class W CSCWX C000122673 Class R4 CFFRX C000122674 Class R5 CLLRX C000122675 Class Y CPFRX 0000773757 S000012086 Columbia Connecticut Intermediate Municipal Bond Fund C000032936 Class A LCTAX C000032937 Class B LCTBX C000032938 Class C LCTCX C000032940 Class T GCBAX C000032941 Class Z SCTEX C000126470 Class R4 CCTMX 0000773757 S000012087 Columbia Massachusetts Intermediate Municipal Bond Fund C000032942 Class A LMIAX C000032943 Class B LMIBX C000032944 Class C LMICX C000032946 Class T GMBAX C000032947 Class Z SEMAX C000126471 Class R4 CMANX 0000773757 S000012089 Columbia New York Intermediate Municipal Bond Fund C000032951 Class A LNYAX C000032952 Class B LNYBX C000032953 Class C LNYCX C000032955 Class T GANYX C000032956 Class Z GNYTX C000126472 Class R4 CNYIX 0000773757 S000012093 Columbia New York Tax-Exempt Fund C000032969 Class A COLNX C000032970 Class B CNYBX C000032971 Class C CNYCX C000106577 Class Z CNYZX C000122676 Class R5 CNYRX C000126473 Class R4 CNYEX 0000773757 S000012096 Columbia Corporate Income Fund C000032979 Class A LIIAX C000032980 Class B CIOBX C000032981 Class C CIOCX C000032982 Class Z SRINX C000094695 Class I CPTIX C000094696 Class W CPIWX C000122677 Class Y CRIYX C000122678 Class R4 CIFRX C000122679 Class R5 CPIRX 0000773757 S000012097 Columbia Intermediate Bond Fund C000032983 Class A LIBAX C000032984 Class B LIBBX C000032985 Class C LIBCX C000032986 Class R CIBRX C000032987 Class Z SRBFX C000094697 Class I CIMIX C000094698 Class W CIBWX C000121793 Class R4 CBNRX C000121794 Class R5 CTBRX C000121795 Class K CIBKX C000122680 Class Y CTBYX 0000773757 S000012098 Columbia U.S. Treasury Index Fund C000032988 Class A LUTAX C000032989 Class B LUTBX C000032990 Class C LUTCX C000032991 Class Z IUTIX C000094699 Class I CUTIX C000117688 Class W CTIWX C000122681 Class R5 CUTRX 0000773757 S000012102 Columbia Small Cap Value Fund I C000033005 Class A CSMIX C000033006 Class B CSSBX C000033007 Class C CSSCX C000033008 Class Z CSCZX C000078991 Class Y CSVYX C000094700 Class I CVUIX C000094701 Class R CSVRX C000122682 Class R4 CVVRX C000122683 Class R5 CUURX 0000773757 S000021572 Columbia Emerging Markets Fund C000061809 Class A Shares EEMAX C000061810 Class C Shares EEMCX C000061811 Class Z Shares UMEMX C000094702 Class I CEHIX C000094703 Class R CEMRX C000094704 Class W CEMWX C000121796 Class B CEBMX C000121797 Class K CEKMX C000121798 Class R5 CEKRX C000122684 Class Y CEKYX C000126474 Class R4 CEMHX 0000773757 S000021573 Columbia Global Energy and Natural Resources Fund C000061812 Class A Shares EENAX C000061813 Class C Shares EENCX C000061814 Class Z Shares UMESX C000094705 Class B CEGBX C000094706 Class I CERIX C000094707 Class R CETRX C000094708 Class K CEGFX C000122685 Class R4 CENRX C000122686 Class R5 CNRRX 0000773757 S000021575 Columbia Select Large Cap Growth Fund C000061818 Class A Shares ELGAX C000061819 Class C Shares ELGCX C000061820 Class R Shares URLGX C000061821 Class Z Shares UMLGX C000094709 Class I Shares CSPIX C000094710 Class W Shares CSLWX C000122687 Class R4 CSRRX C000122688 Class R5 CGTRX C000122689 Class Y CCWRX 0000773757 S000021576 Columbia Pacific/Asia Fund C000061822 Class A Shares CASAX C000061823 Class C Shares CASCX C000061824 Class Z Shares USPAX C000094711 Class I Shares CPCIX C000117689 Class W CPAWX C000126475 Class R4 CPRAX 0000773757 S000021578 Columbia Value and Restructuring Fund C000061829 Class A Shares EVRAX C000061830 Class C Shares EVRCX C000061831 Class R Shares URBIX C000061832 Class Z Shares UMBIX C000094712 Class I Shares CVRIX C000094713 Class W Shares CVRWX C000122690 Class R4 CVRRX C000122691 Class R5 CVCRX C000122692 Class Y CVRYX 0000773757 S000021579 Columbia Bond Fund C000061833 Class A Shares CNDAX C000061834 Class C Shares CNDCX C000061835 Class Z Shares UMMGX C000078993 Class Y CBFYX C000094714 Class B CNDBX C000094715 Class I CBNIX C000094716 Class T CNDTX C000094717 Class W CBDWX C000109452 Class R CBFRX C000122693 Class R4 Shares CNDRX C000122694 Class R5 Shares CNFRX 0000773757 S000024212 Columbia International Bond Fund C000071070 Class A CNBAX C000071071 Class C CNBCX C000071072 Class Z CNBZX C000094718 Class I CIBIX C000117690 Class W CLBWX 0000773757 S000027194 CMG Ultra Short Term Bond Fund C000082083 CMG Ultra Short Term Bond Fund CMGUX 0000773757 S000036204 Active Portfolios Multi-Manager Growth Fund C000110855 Class A CSLGX 0000773757 S000036205 Active Portfolios Multi-Manager Core Plus Bond Fund C000110856 Class A CMCPX 0000773757 S000036206 Active Portfolios Multi-Manager Small Cap Equity Fund C000110857 Class A CSCEX 0000773757 S000036207 Active Portfolios Multi-Manager Alternative Strategies Fund C000110858 Class A CPASX 0000773757 S000037262 Columbia Risk Allocation Fund C000114818 Class A CRAAX C000114819 Class C CRACX C000114821 Class R CRKRX C000114822 Class K CRFRX C000114823 Class R5 CRDRX C000114824 Class W CRAWX C000114825 Class Z CRAZX 0000773757 S000044269 Columbia Diversified Real Return Fund C000137909 Class A Shares CDRAX C000137910 Class C Shares CDRCX C000137911 Class R4 Shares CDRRX C000137912 Class R5 Shares CDRFX C000137913 Class Z Shares CDRZX C000144709 Class W Shares CDTWX 0000773757 S000044270 Columbia Global Inflation-Linked Bond Plus Fund C000137914 Class I Shares CGNIX C000137915 Class Z Shares CGNZX 497 1 d743600d497.htm COLUMBIA FUNDS SERIES TRUST I Columbia Funds Series Trust I

Supplement dated June 23, 2014

to the Statement of Additional Information (“the SAI”) of the following funds:

 

Fund

    SAI
Dated		  

Columbia Funds Series Trust I

   

Columbia Diversified Real Return Fund

      6/1/2014   

Columbia Dividend Income Fund

      6/1/2014   

Columbia Global Inflation-Linked Bond Plus Fund

      6/1/2014   

Effective on June 25, 2014 (the Effective Date), the Funds will begin to offer Class W shares in addition to their existing share classes. Accordingly, the following changes are hereby made to the SAI on the Effective Date:

The information on the Front Cover of the SAI for Diversified Real Return Fund and Columbia Global Inflation-Linked Bond Plus Fund has been hereby superseded and replaced with the following:

 

Columbia Diversified Real Return Fund

 

Class A: CDRAX   Class C: CDRCX   Class R4: CDRRX
Class R5: CDRFX   Class W: CDTWX   Class Z: CDRZX

Columbia Global Inflation-Linked Bond Plus Fund

 

Class I: CGNIX   Class W: CLBGX   Class Z: CGNZX
 

The following footnote on the Front Cover of the SAI is hereby removed:

**This class of shares is not available for purchase until June 25, 2014.

The information under the subsection The Investment Manager and Subadvisers – Portfolio Managers in the Investment Management and Other Services section in the SAI for Columbia Dividend Income Fund has been hereby superseded and replaced with the following:

 

          Other Accounts Managed (excluding the Fund)    Ownership
of Fund
Shares		      Potential
Conflicts
of Interest		   Structure of
Compensation

Fund

   

Portfolio Manager

    Number and Type of
Account*		    Approximate
Total Net Assets		      Performance-Based
Accounts**		        
Dividend    Michael S. Barclay    1 RIC    $ 57.46 million       None    $ 10,001 –        
Income Fund       1 PIV    $ 785.42 million              
      70 other accounts    $ 1.23 billion          $ 50,000(b)        
   Richard E. Dahlberg    3 RICs    $ 82.90 million       None    $ 100,001 –        
      1 PIV    $ 785.42 million          $ 500,000(a)        
      81 other accounts    $ 1.24 billion              
               $ 100,001 –       (2)   (13)
               $ 500,000(b)        
   Scott L. Davis    3 RICs    $ 82.90 million       None    $ 100,001 –        
      1 PIV    $ 785.42 million          $ 500,000(a)        
      75 other accounts    $ 1.28 billion              
               $ 100,001 –        
               $ 500,000(b)        
   Peter Santoro(7)    2 RICs    $ 1.04 billion       None      None        
      1 PIV    $ 100.99 million              
      13 other accounts    $ 265.30 billion              

 

* RIC refers to a Registered Investment Company; PIV refers to a Pooled Investment Vehicle.
** Number and type of accounts for which the advisory fee paid is based in part or wholly on performance and the aggregate net assets in those accounts.
(a) Excludes any notional investments.
(b) Notional investments through a deferred compensation account.
(7) The portfolio manager began managing the fund effective June 25, 2014; reporting information is provided as of February 28, 2014.

The information in the Principal Shareholders and Control Persons Table for the Funds with Fiscal Year Ending July 31, is hereby amended to include the following information, which is provided as of May 31, 2014:

 

Fund

  

Shareholder Name and Address

   Share
Class		     Percentage
of Class		     Percentage of Fund
(if greater than 25%)		  

Global ILB Plus Fund

   COLUMBIA MGMT INVESTMENT ADVSR LLC     Class Z        100 %      N/A   
  ATTN AKSHAY RAJPUT      
  50807 AMERIPRISE FINANCIAL CTR      
  MINNEAPOLIS MN 55474-0508      
  JPMCB NA CUST FOR     Class I        24.41 %      N/A   
  COLUMBIA CAPITAL ALLOCATION      
  CONSERVATIVE PORTFOLIO      
  14201 DALLAS PKWY FL 13      
  DALLAS TX 75254-2916      
  JPMCB NA CUST FOR     Class I        33.09 %      33.02 % 
  COLUMBIA CAPITAL ALLOCATION      
  MODERATE CONSERVATIVE PORTFOLIO      
  14201 DALLAS PKWY FL 13      
  DALLAS TX 75254-2916      
  JPMCB NA CUST FOR     Class I        42.28 %      42.19 % 
  COLUMBIA DIVERSIFIED      
  REAL RETURN FUND      
  14201 DALLAS PKWY FL 13      
  DALLAS TX 75254-2916      

The information in the Appendix S is hereby amended to include the following:

Class Y – Changes to Share Class Eligibility

Effective June 25, 2014, Class Y shares of the Funds are available to any retirement plan that maintains a plan-level or omnibus account with the Fund (through the Transfer Agent).

Prior to June 25, 2014, Class Y shares of a Fund were available only to (i) omnibus retirement plans with plan assets of at least $10 million as of the date of funding the Fund account (without a minimum initial investment amount) and (ii) omnibus retirement plans with plan assets of less than $10 million as of the date of funding the Fund account, provided that such plans invest $500,000 or more in Class Y shares of the Fund. Effective June 25, 2014, these size and minimum initial investment requirements have been removed.

Prior to November 8, 2012, Class Y shares were offered only to certain former shareholders of series of the former Columbia Funds Institutional Trust (together, Former CFIT Shareholders). Former CFIT Shareholders who opened and funded a Class Y account with a Fund as of the close of business on November 7, 2012 may continue to make additional purchases of Class Y shares even if they do not satisfy the current eligibility requirements but may not establish new Class Y shares accounts and will not be eligible to exchange Class Y shares of a Fund into Class Y shares of other Funds. Former CFIT Shareholders may exchange Class Y shares of a Fund for Class Z shares of the same Fund or Class Z shares of another Fund, subject to applicable minimum investments.

As of the date of this SAI, there is no change to the eligibility of Class Y shares of Columbia Acorn Fund, Columbia Acorn International, Columbia Acorn USA, Columbia Acorn Select, Columbia Acorn International Select, Columbia Acorn Emerging Markets Fund or Columbia Thermostat Fund.

Shareholders should retain this Supplement for future reference.

SUP910_00_005_(07/14)