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.