Disclosures

^*Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or no emphasis on such research in any given investment decision.

¹Source: Columbia Threadneedle Investments as of September 30, 2024.

²Employee data as of September 30, 2024.

³Source: ICI Complex Assets Report as of December 31, 2023.

⁴Morningstar as of 09/30/24. Out of 89 Columbia funds (primary share class) rated, 4 received a 5-star Overall Rating and 42 received a 4-star Overall Rating (Inst. shares) and 0 received a 5-star Overall Rating and 0 received a 4-star Overall Rating (Adv. shares). The Inst. share class is generally designated as the primary share class. Adv. class will be designated as primary for funds that don't have an Inst. class. The Overall Morningstar Rating is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. 

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating^TM 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).  Other classes may have different performance characteristics and may have different ratings.

© 2024 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 or any damages or losses arising from any use of this information.