-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VX5CV2mV0N3kXV/8x5noJ66dodNIQGHmXhxdr3Bt/JM3KpIPrQVgWkjXslKihNkc wFywxbz1WIC9pP5keXpRdA== 0000773757-07-000208.txt : 20071001 0000773757-07-000208.hdr.sgml : 20071001 20071001134615 ACCESSION NUMBER: 0000773757-07-000208 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20071001 DATE AS OF CHANGE: 20071001 EFFECTIVENESS DATE: 20071001 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 IRS NUMBER: 363376651 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-99356 FILM NUMBER: 071145164 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: COLUMBIA FUNDS TRUST IX DATE OF NAME CHANGE: 20031107 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE FUNDS MUNICIPAL TRUST DATE OF NAME CHANGE: 19991025 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE MUNICIPAL TRUST DATE OF NAME CHANGE: 19920703 0000773757 S000012070 Columbia Mid Cap Growth Fund C000032847 Class A C000032848 Class B C000032849 Class C C000032850 Class D C000032851 Class G C000032852 Class R C000032853 Class T C000032854 Class Z 0000773757 S000012073 Columbia Small Cap Growth Fund I C000032868 Class A C000032869 Class B C000032870 Class C C000032871 Class Z 0000773757 S000012076 Columbia Asset Allocation Fund C000032882 Class A C000032883 Class B C000032884 Class C C000032885 Class G C000032886 Class T C000032887 Class Z 497 1 caaf_pro.txt AE PM CHANGES OCT 1 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA ASSET ALLOCATION FUND (THE "FUND") SUPPLEMENT TO THE PROSPECTUSES DATED FEBRUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the mid-cap growth stocks sleeve of the Fund. The section of the prospectus entitled "Managing the Fund: Portfolio Managers" is hereby amended by adding the following: Lawrence W. Lin, a vice president of Columbia Advisors, is a co-manager for the portion of the Fund allocated to the mid-cap growth stocks category and has co-managed that portion of the Fund since October 2007. Mr. Lin joined the Advisor in December 2006 and has worked within the investment management industry since 1998. Brian D. Neigut, a vice president of Columbia Advisors, is a co-manager for the portion of the Fund allocated to the mid-cap growth stocks category and has co-managed that portion of the Fund since October 2007. Mr. Neigut joined Columbia Advisors in February 2007 and has worked within the investment management industry since 1995. INT-47/135903-1007 October 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA ASSET ALLOCATION FUND (THE "FUND") SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION DATED FEBRUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the mid-cap growth stocks sleeve of the Fund. Unless stated otherwise, information is provided as of August 31, 2007. The information in the table under the heading "Portfolio Managers - Other Accounts Managed by Portfolio Managers" is hereby supplemented with the addition of the following: - ---------------- ------------------------------ ----------------------------- ------------------------------- Other SEC-registered Other pooled investment Other accounts open-end and closed-end funds vehicles - ---------------- ------------------------------ ----------------------------- ------------------------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Lawrence W. Lin 7 $1.975 1 $900,000 32 $132 million billion - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Brian D. Neigut 7 $1.975 1 $900,000 30 $132 million billion - ---------------- --------------- -------------- --------------- ------------- ---------------- --------------
The following is added to the table under the heading "Ownership of Securities": - ------------------------------------ ---------------------------------------- PORTFOLIO MANAGER DOLLAR RANGE OF EQUITY SECURITIES IN THE FUND BENEFICIALLY OWNED - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Lawrence W. Lin $0 - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Brian D. Neigut $0 - ------------------------------------ ----------------------------------------
The following is added to the table under the heading "Compensation": - ------------------------- ---------------------------------- ------------------------------------------- PORTFOLIO MANAGER PERFORMANCE BENCHMARK PEER GROUP - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Lawrence W. Lin 60-40 Standard & Poor's 500 Index Morningstar Moderate Allocation Category Lehman Brothers Aggregate Bond Index - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Brian D. Neigut 60-40 Standard & Poor's 500 Index Morningstar Moderate Allocation Category Lehman Brothers Aggregate Bond Index - ------------------------- ---------------------------------- -------------------------------------------
INT-50/135906-1007 October 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA MID CAP GROWTH FUND (THE "FUND") SUPPLEMENT TO THE PROSPECTUSES DATED JANUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the Fund. The section of the prospectus entitled "Management: Management Fees and Portfolio Managers" is hereby amended to add Messrs. Lin and Neigut: Lawrence W. Lin, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since October 2007. Mr. Lin joined Columbia Advisors in December 2006 and has worked within the investment management industry since 1998. Brian D. Neigut, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since October 2007. Mr. Neigut joined Columbia Advisors in February 2007 and has worked within the investment management industry since 1995. INT-47/136102-1007 October 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA MID CAP GROWTH FUND (THE "FUND") SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION DATED JANUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the Fund. Unless stated otherwise, information is provided as of August 31, 2007. The information in the table under the heading "Portfolio Managers - Other Accounts Managed by Portfolio Managers" is hereby supplemented with the addition of the following: - ---------------- ------------------------------ ----------------------------- ------------------------------- Other SEC-registered Other pooled investment Other accounts open-end and closed-end funds vehicles - ---------------- ------------------------------ ----------------------------- ------------------------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Lawrence W. Lin 7 $404 million 1 $900,000 32 $132 million - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Brian D. Neigut 7 $404 million 1 $900,000 30 $132 million - ---------------- --------------- -------------- --------------- ------------- ---------------- --------------
The following is added to the table under the heading "Ownership of Securities": - ------------------------------------ ---------------------------------------- PORTFOLIO MANAGER DOLLAR RANGE OF EQUITY SECURITIES IN THE FUND BENEFICIALLY OWNED - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Lawrence W. Lin $0 - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Brian D. Neigut $0 - ------------------------------------ ----------------------------------------
The following is added to the table under the heading "Compensation": - ------------------------- ---------------------------------- ------------------------------------------- PORTFOLIO MANAGER PERFORMANCE BENCHMARK PEER GROUP - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Lawrence W. Lin Russell Midcap Growth TR Morningstar Mid Growth Category - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Brian D. Neigut Russell Midcap Growth TR Morningstar Mid Growth Category - ------------------------- ---------------------------------- -------------------------------------------
INT-50/135907-1007 October 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA SMALL CAP GROWTH FUND I (THE "FUND") SUPPLEMENT TO THE PROSPECTUSES DATED JANUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the Fund. The section of the prospectus entitled "Managing the Fund: Portfolio Managers" is hereby amended by adding the following: Lawrence W. Lin, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since October 2007. Mr. Lin joined Columbia Advisors in December 2006 and has worked within the investment management industry since 1998. Brian D. Neigut, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since October 2007. Mr. Neigut joined Columbia Advisors in February 2007 and has worked within the investment management industry since 1995. INT-47/136002-1007 October 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA SMALL CAP GROWTH FUND I (THE "FUND") SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION DATED JANUARY 1, 2007 Effective October 1, 2007, Lawrence W. Lin and Brian D. Neigut have joined as co-portfolio managers of the Fund. Unless stated otherwise, information is provided as of August 31, 2007. The information in the table under the heading "Portfolio Managers - Other Accounts Managed by Portfolio Managers" is hereby supplemented with the addition of the following: - ---------------- ------------------------------ ----------------------------- ------------------------------- Other SEC-registered Other pooled investment Other accounts open-end and closed-end funds vehicles - ---------------- ------------------------------ ----------------------------- ------------------------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Lawrence W. Lin 7 $1.742 1 $900,000 32 $132 million billion - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- - ---------------- --------------- -------------- --------------- ------------- ---------------- -------------- Brian D. Neigut 7 $1.742 1 $900,000 30 $132 million billion - ---------------- --------------- -------------- --------------- ------------- ---------------- --------------
The following is added to the table under the heading "Ownership of Securities": - ------------------------------------ ---------------------------------------- PORTFOLIO MANAGER DOLLAR RANGE OF EQUITY SECURITIES IN THE FUND BENEFICIALLY OWNED - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Lawrence W. Lin $0 - ------------------------------------ ---------------------------------------- - ------------------------------------ ---------------------------------------- Brian D. Neigut $0 - ------------------------------------ ----------------------------------------
The following is added to the table under the heading "Compensation": - ------------------------- ---------------------------------- ------------------------------------------- PORTFOLIO MANAGER PERFORMANCE BENCHMARK PEER GROUP - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Lawrence W. Lin Russell 2000 Growth TR Morningstar Small Growth Category - ------------------------- ---------------------------------- ------------------------------------------- - ------------------------- ---------------------------------- ------------------------------------------- Brian D. Neigut Russell 2000 Growth TR Morningstar Small Growth Category - ------------------------- ---------------------------------- -------------------------------------------
INT-50/136004-1007 October 1, 2007 -----END PRIVACY-ENHANCED MESSAGE-----