Disclosures
Past performance is not a guarantee of future results. Class Inst 3 shares are sold at net asset value and have limited eligibility. Columbia Management Investment Distributors, Inc. offers multiple share classes, not all necessarily available through all firms, and the share class ratings may vary. Contact us for details.
Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Fixed-income securities present issuer default risk. A rise in interest rates may result in a price decline of fixed-income instruments held by the fund, negatively impacting its performance and NAV. Falling rates may result in the fund investing in lower yielding debt instruments, lowering the fund’s income and yield. These risks may be heightened for longer maturity and duration securities. Prepayment and extension risk exists because the timing of payments on a loan, bond or other investment may accelerate when interest rates fall or decelerate when interest rates rise which may reduce investment opportunities and potential returns. Non-investment-grade (high-yield or junk) securities present greater price volatility and more risk to principal and income than higher rated securities. Investing in derivatives is a specialized activity that involves special risks that subject the fund to significant loss potential, including when used as leverage, and may result in greater fluctuation in fund value. Market or other (e.g., interest rate) environments may adversely affect the liquidity of fund investments, negatively impacting their price. Generally, the less liquid the market at the time the fund sells a holding, the greater the risk of loss or decline of value to the fund.
©2022 Morningstar, Inc. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ used to rank the fund against other funds in the same category. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance, without any adjustments for loads (front-end, deferred or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
All data as of 06/30/22.
Morningstar ratings for the Columbia Total Return Bond Fund overall, three-, five, and ten-year periods for the Institutional 3 share are 4 stars, 4 stars, 4 stars and 4 stars among 566, 566, 504 and 361 Intermediate Core-Plus Bond funds, respectively. Morningstar ratings for the Columbia Strategic Income Fund overall, three-, five- and ten-year periods for the Institutional 3 share are 4 stars, 3 stars, 4 stars and 5 stars among 302, 302, 265 and 122 Nontraditional Bond funds, respectively. Morningstar ratings for the Columbia Bond Fund overall, three-, five. and ten-year periods for the Institutional 3 share are 4 stars, 4 stars, 4 stars and 4 stars among 396, 396, 359 and 264 Intermediate Core Bond funds, respectively. Morningstar ratings for the Columbia Short Term Bond Fund overall, three-, five- and ten-year periods for the Institutional 3 share are 3 stars, 3 stars, 3 stars and 3 stars among 547, 547, 488 and 333 Short-Term Bond funds, respectively. Morningstar ratings for the Columbia Limited Duration Credit Fund overall, three-, five- and ten-year periods for the Institutional 3 share are 4 stars, 3 stars, 4 stars and 4 stars among 547, 547, 488 and 333 Short-Term Bond funds, respectively. Morningstar ratings for the Columbia Corporate Income Fund overall, three-, five- and ten-year periods for the Institutional 3 share are 4 stars, 4 stars, 4 stars and 4 stars among 189, 189, 164 and 93 Corporate Bond funds, respectively. Morningstar ratings for the Columbia Mortgage Opportunities Fund overall, three- and five-year periods for the Institutional 3 share are 5 stars, 4 stars and 5 stars among 302, 302 and 265 Nontraditional Bond funds, respectively. Morningstar ratings for the Columbia High Yield Bond Fund overall and three-, five- and 10-year periods for the Institutional 3 share are 3 stars, 3 stars, 3 stars and 4 stars among 630, 630, 576 and 390 High Yield Bond funds, respectively.
Ameriprise Trust Company collective funds are maintained by Ameriprise Trust Company, a Minnesota state-chartered trust company, and distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia Management Investment Advisers, LLC (CMIA) provides investment advice for certain of these funds in a subadvisory capacity. These companies are part of Ameriprise Financial, Inc.
