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 Global Energy and Natural Resources Fund

Excelsior Energy and Natural Resources Fund, a series of Excelsior Funds, Inc.

March 31, 2008

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 Pacific/Asia Fund

Excelsior Pacific/Asia Fund, a series of Excelsior Funds, Inc.

March 31, 2008

Columbia Select Large Cap Growth Fund

Excelsior Large Cap Growth Fund, a series of Excelsior Funds, Inc.

March 31, 2008

Columbia Small Cap Core Fund

Galaxy Small Cap Value Fund, a series of The Galaxy Fund

November 18, 2002

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

 

The mutual funds listed below have undergone a change in either their investment objective, principal investment strategies and/or management teams. If the Fund's current investment objective, strategies and/or management teams had been in place for the prior periods, results shown may have been different.
 

FUND

PAST PERFORMANCE DISCLOSURE

Columbia Global Equity Value Fund

Performance prior to September 2014 reflects a different investment strategy.

Columbia Global Energy and Natural Resources

Performance prior to August 2013 reflects a different investment strategy.

Columbia Global Infrastructure Fund

Performance prior to December 2013 reflects a different investment strategy.

Columbia Global Opportunities Fund

Performance prior to 12/14/2012 reflects a different investment strategy.

Columbia Global Strategic Equity Fund

Performance prior to 6/2/2015 reflects a different investment strategy.

Columbia Global Technology Growth Fund

Performance prior to August 2013 reflects a different investment strategy.

Columbia Government Money Market Fund

Prior to October 1, 2016, the Fund operated as a prime money market fund and invested in certain types of securities that the Fund is no longer permitted to hold to any significant extent (i.e., over 0.5% of total assets). Consequently, the performance information may have been different if the current investment limitations had been in effect during the period prior to the Fund’s conversion to a government money market fund.

Columbia Large Cap Index Fund III

Performance prior to November 2015 reflects a different investment strategy.

Columbia Multi Strategy Alternatives Fund

The Fund’s performance prior to 10/1/2019 reflects returns achieved by the Investment Manager according  to different principal investment strategies. If the Fund’s current management and strategies had been in place for the prior periods, results shown may have been different.

Columbia Select Global Growth Fund

Performance prior to November 2015 reflects a different investment strategy.

Columbia Select International Equity Fund

Performance prior to May 2015 reflects a different investment strategy.

Columbia Strategic Income Fund

Performance prior to 8/29/2014 reflects a different investment strategy.

Columbia Thermostat Fund

Performance prior to May 2018 reflects a different investment strategy.

Columbia Total Return Bond Fund

Performance prior to 2/19/2016 reflects a different investment strategy.

Multi-Manager Growth Strategies Fund

The Fund’s performance prior to December 2013 reflects returns achieved by the Investment Manager when it had sole day-to-day portfolio management responsibilities over the Fund. Thereafter, the Investment Manager and subadvisers have each managed a portion of the Fund’s portfolio.

Multi-Manager Total Return Bond Strategies Fund

The Fund’s performance prior to May 2016 reflects returns achieved by one or more different subadvisers (as well as the Investment Manager), each managing a portion of the Fund's portfolio. If the Fund’s current subadvisers had been in place for the prior periods, results shown may have been different.

Multi-Manager Value Strategies Fund

Performance prior to 10/1/2016 reflects a different investment strategy.