*Institutional 3 share class not available, institutional 2 share class score shown.
Past performance does not guarantee future results.
Please have your clients read and consider investment objectives, risks, charges and expenses carefully before investing. Remind them to contact you or visit columbiathreadneedle.com/us for a prospectus or a summary prospectus, which contains this and other important information about the fund.
Class Institutional 3 shares and Institutional 2 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.
Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.
"Fi360®" and "Fi360 Fiduciary Score®" are registered trademarks of Fi360, Inc. The fi360 Fiduciary Score® and data are copyright © 2022 Fi360, Inc. All Rights Reserved. Data source is © 2021 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of Fi360, Inc. The information (1) is proprietary to Fi360®, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Fi360® nor its content providers are responsible for any damages or losses arising from any use of this information.
The Fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria, selected to reflect prudent fiduciary management. The criteria include total returns, risk-adjusted returns, expenses and other portfolio statistics. Investments are ranked according to their ability to meet due diligence criteria every month. The rank becomes the Fi360 Fiduciary Score®. The Fi360 Fiduciary Score® Average is a one-, three-, five- or ten-year rolling average of an investment's Fi360 Fiduciary Score®. The Fi360 Fiduciary Score® represents a suggested course of action and is not intended, nor should it be used, as the sole source of information for reaching an investment decision. Visit fi360.com/fi360-Fiduciary-Score for the complete methodology document.
The RPAG Scorecard™ System methodology incorporates both quantitative and qualitative factors in evaluating fund managers and their investment strategies. The Scorecard™ System is built around pass/fail criteria on a scale of 0 to 10 (with 10 being the best) and has the ability to measure active, passive and asset allocation investing strategies. Active and asset allocation strategies are evaluated over a five-year time period, and passive strategies are evaluated over a three-year time period. Eighty percent of the fund's score is quantitative (made up of eight unique factors), incorporating modern portfolio theory statistics, quadratic optimization analysis and peer group rankings (among a few of the quantitative factors). The other 20% of the score is qualitative, taking into account things such as manager tenure, the fund's expense ratio relative to the average fund expense ratio in that asset class category and the fund's strength of statistics (statistical significance). Other criteria that may be considered in the qualitative score includes the viability of the firm managing the assets, management or personnel issues at the firm and/or whether there has been a change in direction of the fund's stated investment strategy.
Information and opinions provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor.
For broker-dealer/institutional/plan sponsor use only. This material has been prepared for registered representatives. It has not been filed with FINRA and may not be shown, quoted to, or used with, members of the general public.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
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Fi360 Fiduciary Scores®
Zero is best and indicates an investment meets or exceeds all Fi360® recommended due diligence.
Ten is best and is built around pass/fail criteria.
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