Appended Performance — Mutual Funds
Effective beginning with performance reporting for the December 31, 2011 year end (with the exception of Columbia Acorn Funds, effective April 30, 2012), in presenting performance information for newer share classes of a Fund, the Fund typically includes, for periods prior to the offering of such share classes, the performance of the Fund’s oldest share class (except as otherwise disclosed), adjusted to reflect any higher class-related operating expenses of the newer share classes, based on the expense ratios of those share classes for the Fund’s most recently completed fiscal year for which data is available at December 31, 2011 or, for funds and classes first offered after January 1, 2011, the expected expense differential at the time the newer share class is first offered. Actual expense differentials across classes will vary over time. The performance of the Fund’s newer share classes would have been substantially similar to the performance of the Fund’s oldest share class because all share classes of a Fund are invested in the same portfolio of securities, and would have differed only to the extent that the classes do not have the same expenses (although differences in expenses between share classes may change over time).
Prior to December 31, 2011 (and April 30, 2012 for Acorn Funds), in presenting performance information for a newer share class of certain Funds, the Fund would typically include, for periods prior to the offering of such newer share class, the performance of an older share class, the class-related operating expense structure of which was most similar to that of the newer share class, and for periods prior to the initial offering of such older share class, would include the performance of successively older share classes with successively less similar expense structures. Such performance information was not restated to reflect any differences in expenses between share classes and if such differences had been reflected, the performance shown might have been lower. Because, prior to December 31, 2011 (and April 30, 2012 for Acorn Funds), these Funds used a different methodology for presenting performance information for a newer share class, such performance information published before December 31, 2011 (and April 30, 2012 for Acorn Funds) may differ from corresponding performance information published after December 31, 2011 (and April 30, 2012 for Acorn Funds).
For certain funds, the returns shown also include the returns of a predecessor to the Fund. The table below identifies the predecessor fund for certain of these Funds and shows the periods when performance shown is that of the predecessor to that fund.
FUND |
PREDECESSOR FUND |
FOR PERIODS PRIOR TO: |
---|---|---|
Columbia Bond Fund |
Excelsior Core Bond Fund, a series of Excelsior Funds, Inc. |
March 31, 2008 |
Columbia Connecticut Intermediate Municipal Bond Fund |
Galaxy Connecticut Intermediate Municipal Bond Fund, a series of The Galaxy Fund |
November 18, 2002 |
Columbia Contrarian Core Fund |
Galaxy Growth & Income Fund, a series of The Galaxy Fund |
December 9, 2002 |
Columbia Dividend Income Fund |
Galaxy Strategic Equity Fund, a series of The Galaxy Fund |
November 25, 2002 |
Columbia Emerging Markets Fund |
Excelsior Emerging Markets Fund, a series of Excelsior Funds, Inc. |
March 31, 2008 |
Columbia Integrated Large Cap Growth Fund |
BMO Large-Cap Growth, a series of BMO Funds |
January 21, 2022 |
Columbia Integrated Large Cap Value Fund |
BMO Large-Cap Value Fund, a series of BMO Funds |
January 21, 2022 |
Columbia Integrated Small Cap Growth Fund |
BMO Small-Cap Growth Fund, a series of BMO Funds |
January 21, 2022 |
Columbia Intermediate Municipal Bond Fund |
Galaxy Intermediate Tax-Exempt Bond Fund, a series of The Galaxy Fund |
November 25, 2002 |
Columbia Large Cap Growth Fund |
Galaxy Equity Growth Fund, a series of The Galaxy Fund |
November 18, 2002 |
Columbia Massachusetts Intermediate Municipal Bond Fund |
Galaxy Massachusetts Intermediate Municipal Bond Fund, a series of The Galaxy Fund |
December 9, 2002 |
Columbia New York Intermediate Municipal Bond Fund |
Galaxy New York Municipal Bond Fund, a series of The Galaxy Fund |
November 25, 2002 |
Columbia Pyrford International Stock Fund |
BMO Pyrford International Stock Fund, a series of BMO Funds |
December 10, 2021 |
Columbia Select Large Cap Growth Fund |
Excelsior Large Cap Growth Fund, a series of Excelsior Funds, Inc. |
March 31, 2008 |
Columbia Ultra Short Municipal Bond Fund |
BMO Ultra Short Tax-Free Fund, a series of BMO Funds |
January 21, 2022 |
Columbia U.S. Treasury Index Fund |
Galaxy II U.S. Treasury Index Fund, a series of The Galaxy Fund |
November 25, 2002 |
DIFFERENT PAST PERFORMANCE — MUTUAL FUNDS
Certain Columbia Threadneedle mutual funds have undergone changes to either their investment objective, principal investment strategies and/or management teams. If such Fund's current investment objective, strategies and/or management teams had been in place for the prior periods, results shown may have been different. Please refer to the Performance Information section of your Fund’s Prospectus for additional information, as applicable.