0001193125-13-132537.txt : 20130328 0001193125-13-132537.hdr.sgml : 20130328 20130328165600 ACCESSION NUMBER: 0001193125-13-132537 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 7 FILED AS OF DATE: 20130328 DATE AS OF CHANGE: 20130328 EFFECTIVENESS DATE: 20130328 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: 13724689 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 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 S000021572 Columbia Emerging Markets Fund C000061809 Class A Shares EEMAX C000061810 Class C Shares EEMCX C000061811 Class Z Shares UMEMX C000094702 Class I CEHIX C000094703 Class R CEMRX C000094704 Class W CEMWX C000121796 Class B CEBMX C000121797 Class K CEKMX C000121798 Class R5 CEKRX C000122684 Class Y CEKYX C000126474 Class R4 CEMHX 497 1 d510384d497.htm COLUMBIA FUNDS SERIES TRUST I Columbia Funds Series Trust I

The interactive data file included as an exhibit to this filing relates to the supplement to the prospectuses for Columbia Emerging Markets Fund filed pursuant to Rule 497(e) under the Securities Act of 1933, as amended, on March 15, 2013 (Accession No. 0001193125-13-109396), which is incorporated herein by reference.

EX-101.INS 2 ck0000773757-20130315.xml XBRL INSTANCE DOCUMENT 0000773757 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000061809Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000121796Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000061810Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000094702Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000121797Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000094703Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000121798Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000094704Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000122684Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000061811Member columbia:AAAAMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:BBBBMember 2013-03-15 2013-03-15 0000773757 columbia:S000021572Member columbia:C000126474Member columbia:BBBBMember 2013-03-15 2013-03-15 xbrli:pure iso4217:USD xbrli:shares iso4217:USD xbrli:shares Other 2012-08-31 COLUMBIA FUNDS SERIES TRUST I 0000773757 false 2013-03-15 2013-03-15 2013-03-15 <div style="display: none">~ http://xbrl.sec.gov/rr/role/RiskReturnDetailData column period compact * row dei_DocumentInformationDocumentAxis compact * row dei_LegalEntityAxis compact * row rr_ProspectusShareClassAxis compact * row rr_PerformanceMeasureAxis compact * row primary compact * ~</div> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"><b> Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment) </b></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>COLUMBIA FUNDS SERIES TRUST I </b></div> <p></p> <p></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>Columbia Emerging Markets Fund </b></div> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>(the "Fund") </b></div> <p></p> <p></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>Supplement dated March 15, 2013 to </b></div> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>the Fund's prospectus dated January 1, 2013, as supplemented </b></div> <p></p> <p></p> <div style="font-size:12;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> Effective on March 16, 2013, the Fund's prospectus offering Class A, B, C, I, K, R, R5, W, Y and Z shares is revised and supplemented as follows:</div> <p></p> <div style="display:none">~http://columbia/role/ShareholderFeesDataAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/OperatingExpensesDataAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/ExpenseExampleAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/ExpenseExampleNoRedemptionAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"><b> Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment) </b></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>COLUMBIA FUNDS SERIES TRUST I </b></div> <p></p> <p></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>Columbia Emerging Markets Fund </b></div> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>(the "Fund") </b></div> <p></p> <p></p> <div style="font-size:16;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> <b>Supplement dated March 15, 2013 to the Fund's prospectus dated March 1, 2013 </b></div> <p></p> <p></p> <div style="font-size:12;padding-top:5;padding-bottom:0;padding-left:0; text-align: center"> Effective on March 16, 2013, the Fund's prospectus offering Class R4 shares is revised and supplemented as follows: </div> <p></p> <div style="display:none">~http://columbia/role/ShareholderFeesDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/OperatingExpensesDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/ExpenseExampleNoRedemptionBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/ExpenseExampleBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <div style="display:none">~ http://columbia/role/PerformanceTableDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~</div> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"><b><i> The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following: </i></b></p> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"> <b><i> The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following: </i></b></p> 0.0117 0.0117 0.0117 0.0117 0.0117 0.0117 0.0117 0.0117 0.0117 0.0117 0.0025 0.0100 0.0100 0.0000 0.0000 0.0050 0.0000 0.0025 0.0000 0.0000 0.0048 0.0048 0.0048 0.0017 0.0047 0.0048 0.0022 0.0048 0.0017 0.0048 0.0190 0.0265 0.0265 0.0134 0.0164 0.0215 0.0139 0.0190 0.0134 0.0165 -0.0012 -0.0012 -0.0012 -0.0001 -0.0001 -0.0012 -0.0001 -0.0012 -0.0001 -0.0012 0.0178 0.0253 0.0253 0.0133 0.0163 0.0203 0.0138 0.0178 0.0133 0.0153 <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"><b><i> The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following: </i></b></p> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"> Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.</p> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"> Based on the assumptions listed above, your costs would be: </p> 745 1127 1532 2660 756 1112 1594 2793 356 812 1394 2974 135 166 206 140 181 135 156 424 516 661 439 585 424 509 733 891 1143 760 1015 733 886 1612 1943 2473 1668 2212 1612 1944 256 812 1394 2793 256 812 1394 2974 <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"><b><i> The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following: </i></b></p> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"> Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.</p> <p style="font-size:12;padding-top:2;padding-bottom:0;padding-left:0;"> Based on the assumptions listed above, your costs would be:</p> 0.0117 0.0000 0.0048 0.0165 -0.0012 0.0153 156 509 886 1944 2014-12-31 2014-12-31 Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates. Other expenses for Class A, Class C, Class I, Class R, Class W, and Class Z shares have been restated to reflect contractual changes to certain fees paid by the Fund and other expenses for Class B, Class K, Class R5 and Class Y shares are based on estimated amounts for the Fund's current fiscal year. Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rates of 1.78% for Class A, 2.53% for Class B, 2.53% for Class C, 1.33% for Class I, 1.63% for Class K, 2.03% for Class R, 1.38% for Class R5, 1.78% for Class W, 1.33% for Class Y and 1.53% for Class Z. Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates. Other expenses are based on estimated amounts for the Fund's current fiscal year. Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rate of 1.53% for Class R4. 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(Columbia Emerging Markets Fund)
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to the Fund's prospectus dated March 1, 2013

Effective on March 16, 2013, the Fund's prospectus offering Class R4 shares is revised and supplemented as follows:

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

~http://columbia/role/ShareholderFeesDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses (Columbia Emerging Markets Fund)
Class R4 Shares
Management fees [1] 1.17%
Distribution and/or service (12b-1) fees none
Other expenses [2] 0.48%
Total annual Fund operating expenses 1.65%
Fee waivers and/or reimbursements [3] (0.12%)
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.53%
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses are based on estimated amounts for the Fund's current fiscal year.
[3] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rate of 1.53% for Class R4.

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

Expense Example (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class R4 Shares
156 509 886 1,944
~ http://columbia/role/ExpenseExampleNoRedemptionBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~
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XML 13 R3.htm IDEA: XBRL DOCUMENT v2.4.0.6
(Columbia Emerging Markets Fund)
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to
the Fund's prospectus dated January 1, 2013, as supplemented

Effective on March 16, 2013, the Fund's prospectus offering Class A, B, C, I, K, R, R5, W, Y and Z shares is revised and supplemented as follows:

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

~http://columbia/role/ShareholderFeesDataAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses (Columbia Emerging Markets Fund)
Class A Shares
Class B Shares
Class C Shares
Class I Shares
Class K Shares
Class R Shares
Class R5 Shares
Class W Shares
Class Y Shares
Class Z Shares
Management fees [1] 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17%
Distribution and/or service (12b-1) fees 0.25% 1.00% 1.00% none none 0.50% none 0.25% none none
Other expenses [2] 0.48% 0.48% 0.48% 0.17% 0.47% 0.48% 0.22% 0.48% 0.17% 0.48%
Total annual Fund operating expenses 1.90% 2.65% 2.65% 1.34% 1.64% 2.15% 1.39% 1.90% 1.34% 1.65%
Fee waivers and/or reimbursements [3] (0.12%) (0.12%) (0.12%) (0.01%) (0.01%) (0.12%) (0.01%) (0.12%) (0.01%) (0.12%)
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.78% 2.53% 2.53% 1.33% 1.63% 2.03% 1.38% 1.78% 1.33% 1.53%
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses for Class A, Class C, Class I, Class R, Class W, and Class Z shares have been restated to reflect contractual changes to certain fees paid by the Fund and other expenses for Class B, Class K, Class R5 and Class Y shares are based on estimated amounts for the Fund's current fiscal year.
[3] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rates of 1.78% for Class A, 2.53% for Class B, 2.53% for Class C, 1.33% for Class I, 1.63% for Class K, 2.03% for Class R, 1.38% for Class R5, 1.78% for Class W, 1.33% for Class Y and 1.53% for Class Z.

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

Expense Example (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class A Shares
745 1,127 1,532 2,660
Class B Shares
756 1,112 1,594 2,793
Class C Shares
356 812 1,394 2,974
Class I Shares
135 424 733 1,612
Class K Shares
166 516 891 1,943
Class R Shares
206 661 1,143 2,473
Class R5 Shares
140 439 760 1,668
Class W Shares
181 585 1,015 2,212
Class Y Shares
135 424 733 1,612
Class Z Shares
156 509 886 1,944
Expense Example, No Redemption (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class B Shares
256 812 1,394 2,793
Class C Shares
256 812 1,394 2,974
XML 14 R1.htm IDEA: XBRL DOCUMENT v2.4.0.6
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to the Fund's prospectus dated March 1, 2013

Effective on March 16, 2013, the Fund's prospectus offering Class R4 shares is revised and supplemented as follows:

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

~http://columbia/role/ShareholderFeesDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses (Columbia Emerging Markets Fund)
Class R4 Shares
Management fees [1] 1.17%
Distribution and/or service (12b-1) fees none
Other expenses [2] 0.48%
Total annual Fund operating expenses 1.65%
Fee waivers and/or reimbursements [3] (0.12%)
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.53%
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses are based on estimated amounts for the Fund's current fiscal year.
[3] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rate of 1.53% for Class R4.

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

Expense Example (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class R4 Shares
156 509 886 1,944
~ http://columbia/role/ExpenseExampleNoRedemptionBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~
~ http://columbia/role/PerformanceTableDataBBBB column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to
the Fund's prospectus dated January 1, 2013, as supplemented

Effective on March 16, 2013, the Fund's prospectus offering Class A, B, C, I, K, R, R5, W, Y and Z shares is revised and supplemented as follows:

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

~http://columbia/role/ShareholderFeesDataAAAA column period compact * column rr_ProspectusShareClassAxis compact * row primary compact * row dei_LegalEntityAxis compact columbia_S000021572Member ~

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Annual Fund Operating Expenses (Columbia Emerging Markets Fund)
Class A Shares
Class B Shares
Class C Shares
Class I Shares
Class K Shares
Class R Shares
Class R5 Shares
Class W Shares
Class Y Shares
Class Z Shares
Management fees [1] 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17% 1.17%
Distribution and/or service (12b-1) fees 0.25% 1.00% 1.00% none none 0.50% none 0.25% none none
Other expenses [2] 0.48% 0.48% 0.48% 0.17% 0.47% 0.48% 0.22% 0.48% 0.17% 0.48%
Total annual Fund operating expenses 1.90% 2.65% 2.65% 1.34% 1.64% 2.15% 1.39% 1.90% 1.34% 1.65%
Fee waivers and/or reimbursements [3] (0.12%) (0.12%) (0.12%) (0.01%) (0.01%) (0.12%) (0.01%) (0.12%) (0.01%) (0.12%)
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.78% 2.53% 2.53% 1.33% 1.63% 2.03% 1.38% 1.78% 1.33% 1.53%
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses for Class A, Class C, Class I, Class R, Class W, and Class Z shares have been restated to reflect contractual changes to certain fees paid by the Fund and other expenses for Class B, Class K, Class R5 and Class Y shares are based on estimated amounts for the Fund's current fiscal year.
[3] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rates of 1.78% for Class A, 2.53% for Class B, 2.53% for Class C, 1.33% for Class I, 1.63% for Class K, 2.03% for Class R, 1.38% for Class R5, 1.78% for Class W, 1.33% for Class Y and 1.53% for Class Z.

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

Expense Example (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class A Shares
745 1,127 1,532 2,660
Class B Shares
756 1,112 1,594 2,793
Class C Shares
356 812 1,394 2,974
Class I Shares
135 424 733 1,612
Class K Shares
166 516 891 1,943
Class R Shares
206 661 1,143 2,473
Class R5 Shares
140 439 760 1,668
Class W Shares
181 585 1,015 2,212
Class Y Shares
135 424 733 1,612
Class Z Shares
156 509 886 1,944
Expense Example, No Redemption (Columbia Emerging Markets Fund) (USD $)
1 Year
3 Years
5 Years
10 Years
Class B Shares
256 812 1,394 2,793
Class C Shares
256 812 1,394 2,974
XML 15 R4.htm IDEA: XBRL DOCUMENT v2.4.0.6
Annual Fund Operating Expenses (dei_DocumentInformationDocumentAxis, (Columbia Emerging Markets Fund))
0 Months Ended
Mar. 15, 2013
Class A Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees 0.25%
Other expenses 0.48% [2]
Total annual Fund operating expenses 1.90%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.78%
Class B Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees 1.00%
Other expenses 0.48% [2]
Total annual Fund operating expenses 2.65%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 2.53%
Class C Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees 1.00%
Other expenses 0.48% [2]
Total annual Fund operating expenses 2.65%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 2.53%
Class I Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.17% [2]
Total annual Fund operating expenses 1.34%
Fee waivers and/or reimbursements (0.01%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.33%
Class K Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.47% [2]
Total annual Fund operating expenses 1.64%
Fee waivers and/or reimbursements (0.01%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.63%
Class R Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees 0.50%
Other expenses 0.48% [2]
Total annual Fund operating expenses 2.15%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 2.03%
Class R5 Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.22% [2]
Total annual Fund operating expenses 1.39%
Fee waivers and/or reimbursements (0.01%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.38%
Class W Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees 0.25%
Other expenses 0.48% [2]
Total annual Fund operating expenses 1.90%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.78%
Class Y Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.17% [2]
Total annual Fund operating expenses 1.34%
Fee waivers and/or reimbursements (0.01%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.33%
Class Z Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.48% [2]
Total annual Fund operating expenses 1.65%
Fee waivers and/or reimbursements (0.12%) [3]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.53%
Class R4 Shares
 
Operating Expenses:  
Management fees 1.17% [1]
Distribution and/or service (12b-1) fees none
Other expenses 0.48% [4]
Total annual Fund operating expenses 1.65%
Fee waivers and/or reimbursements (0.12%) [5]
Total annual Fund operating expenses after fee waivers and/or reimbursements 1.53%
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses for Class A, Class C, Class I, Class R, Class W, and Class Z shares have been restated to reflect contractual changes to certain fees paid by the Fund and other expenses for Class B, Class K, Class R5 and Class Y shares are based on estimated amounts for the Fund's current fiscal year.
[3] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rates of 1.78% for Class A, 2.53% for Class B, 2.53% for Class C, 1.33% for Class I, 1.63% for Class K, 2.03% for Class R, 1.38% for Class R5, 1.78% for Class W, 1.33% for Class Y and 1.53% for Class Z.
[4] Other expenses are based on estimated amounts for the Fund's current fiscal year.
[5] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rate of 1.53% for Class R4.
XML 16 R10.htm IDEA: XBRL DOCUMENT v2.4.0.6
Label Element Value
Risk/Return: rr_RiskReturnAbstract  
Document Type dei_DocumentType Other
Document Period End Date dei_DocumentPeriodEndDate Aug. 31, 2012
Registrant Name dei_EntityRegistrantName COLUMBIA FUNDS SERIES TRUST I
Central Index Key dei_EntityCentralIndexKey 0000773757
Amendment Flag dei_AmendmentFlag false
Document Creation Date dei_DocumentCreationDate Mar. 15, 2013
Document Effective Date dei_DocumentEffectiveDate Mar. 15, 2013
Prospectus Date rr_ProspectusDate Mar. 15, 2013
(Columbia Emerging Markets Fund)
 
Risk/Return: rr_RiskReturnAbstract  
Supplement [Text Block] columbia_SupplementTextBlock
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to the Fund's prospectus dated March 1, 2013

Effective on March 16, 2013, the Fund's prospectus offering Class R4 shares is revised and supplemented as follows:

Operating Expenses [Text Block] columbia_SupplementTextBlock01

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

Operating Expenses Caption [Text] rr_OperatingExpensesCaption

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Fee Waiver or Reimbursement over Assets, Date of Termination rr_FeeWaiverOrReimbursementOverAssetsDateOfTermination 2014-12-31
Expense Example Supplement [Text Block] columbia_SupplementTextBlock02

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

(Columbia Emerging Markets Fund) | Class R4 Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.48% [3]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.65%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [5]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.53%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 156
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 509
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 886
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,944
(Columbia Emerging Markets Fund)
 
Risk/Return: rr_RiskReturnAbstract  
Supplement [Text Block] columbia_SupplementTextBlock
COLUMBIA FUNDS SERIES TRUST I

Columbia Emerging Markets Fund
(the "Fund")

Supplement dated March 15, 2013 to
the Fund's prospectus dated January 1, 2013, as supplemented

Effective on March 16, 2013, the Fund's prospectus offering Class A, B, C, I, K, R, R5, W, Y and Z shares is revised and supplemented as follows:

Operating Expenses [Text Block] columbia_SupplementTextBlock01

The section of the Fund's prospectus entitled "Fees and Expenses of the Fund" is modified by deleting the table entitled "Annual Fund Operating Expenses" in its entirety and replacing it with the following:

Operating Expenses Caption [Text] rr_OperatingExpensesCaption

Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment)

Fee Waiver or Reimbursement over Assets, Date of Termination rr_FeeWaiverOrReimbursementOverAssetsDateOfTermination 2014-12-31
Expense Example Supplement [Text Block] columbia_SupplementTextBlock02

The section of the Fund's prospectus entitled "Example" is modified by deleting the table in its entirety and replacing it with the following:

Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock

Since the waivers and/or reimbursements shown in the Annual Fund Operating Expenses table above expire on December 31, 2014, they are only reflected in the 1 year example and the first year of the 3, 5 and 10 year examples.

Based on the assumptions listed above, your costs would be:

(Columbia Emerging Markets Fund) | Class A Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.90%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.78%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 745
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 1,127
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,532
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,660
(Columbia Emerging Markets Fund) | Class B Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 2.65%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 2.53%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 756
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 1,112
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,594
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,793
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 256
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 812
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,394
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,793
(Columbia Emerging Markets Fund) | Class C Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 2.65%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 2.53%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 356
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 812
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,394
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,974
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 256
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 812
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,394
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,974
(Columbia Emerging Markets Fund) | Class I Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.17% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.34%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.01%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.33%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 135
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 424
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 733
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,612
(Columbia Emerging Markets Fund) | Class K Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.47% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.64%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.01%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.63%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 166
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 516
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 891
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,943
(Columbia Emerging Markets Fund) | Class R Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.50%
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 2.15%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 2.03%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 206
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 661
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,143
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,473
(Columbia Emerging Markets Fund) | Class R5 Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.22% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.39%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.01%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.38%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 140
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 439
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 760
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,668
(Columbia Emerging Markets Fund) | Class W Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.90%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.78%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 181
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 585
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,015
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,212
(Columbia Emerging Markets Fund) | Class Y Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.17% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.34%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.01%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.33%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 135
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 424
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 733
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,612
(Columbia Emerging Markets Fund) | Class Z Shares
 
Risk/Return: rr_RiskReturnAbstract  
Management fees rr_ManagementFeesOverAssets 1.17% [1]
Distribution and/or service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.48% [2]
Total annual Fund operating expenses rr_ExpensesOverAssets 1.65%
Fee waivers and/or reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.12%) [4]
Total annual Fund operating expenses after fee waivers and/or reimbursements rr_NetExpensesOverAssets 1.53%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 156
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 509
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 886
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,944
[1] Management fees have been restated to reflect contractual changes to the investment advisory and/or administrative fee rates.
[2] Other expenses for Class A, Class C, Class I, Class R, Class W, and Class Z shares have been restated to reflect contractual changes to certain fees paid by the Fund and other expenses for Class B, Class K, Class R5 and Class Y shares are based on estimated amounts for the Fund's current fiscal year.
[3] Other expenses are based on estimated amounts for the Fund's current fiscal year.
[4] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rates of 1.78% for Class A, 2.53% for Class B, 2.53% for Class C, 1.33% for Class I, 1.63% for Class K, 2.03% for Class R, 1.38% for Class R5, 1.78% for Class W, 1.33% for Class Y and 1.53% for Class Z.
[5] Columbia Management Investment Advisers, LLC (the Investment Manager) and certain of its affiliates have contractually agreed to waive fees and/or to reimburse expenses (excluding certain fees and expenses, such as transaction costs and certain other investment related expenses, interest, taxes, acquired fund fees and expenses, and extraordinary expenses) until December 31, 2014, unless sooner terminated at the sole discretion of the Fund's Board of Trustees. Under this agreement, the Fund's net operating expenses, subject to applicable exclusions, will not exceed the annual rate of 1.53% for Class R4.
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