0001193125-18-100727.txt : 20180329 0001193125-18-100727.hdr.sgml : 20180329 20180329090232 ACCESSION NUMBER: 0001193125-18-100727 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20180329 DATE AS OF CHANGE: 20180329 EFFECTIVENESS DATE: 20180329 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: 497K SEC ACT: 1933 Act SEC FILE NUMBER: 002-99356 FILM NUMBER: 18720691 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-345-6611 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 S000012075 Columbia Global Technology Growth Fund C000032877 Columbia Global Technology Growth Fund Class A CTCAX C000032879 Columbia Global Technology Growth Fund Class C CTHCX C000032881 Columbia Global Technology Growth Fund Institutional Class CMTFX C000122664 Columbia Global Technology Growth Fund Advisor Class CTYRX C000122665 Columbia Global Technology Growth Fund Institutional 2 Class CTHRX C000169173 Columbia Global Technology Growth Fund Institutional 3 Class CGTUX C000179751 Columbia Global Technology Growth Fund Class T 497K 1 d540421d497k.htm COLUMBIA FUNDS SERIES TRUST I COLUMBIA FUNDS SERIES TRUST I
Supplement dated March 29, 2018
to the Prospectus and Summary Prospectus, each as supplemented of the following fund:
Fund Prospectus and Summary Prospectus Dated
Columbia Funds Series Trust I  
 Columbia Global Technology Growth Fund 1/1/2018
The following paragraph is hereby added to the "Performance Information" section in the Fund's Summary Prospectus and in the "Summary of the Fund" section of the Fund's Prospectus:
Effective March 30, 2018 (the Effective Date), the Fund compares its performance to that of the S&P Global 1200 Information Technology Index (Net) (the New Index). Prior to this date, the Fund compared its performance to that of the S&P Global 1200 Information Technology Index (Total Return)  (the Former Index). The Fund’s investment manager believes that the New Index provides a more appropriate basis for comparing the Fund's performance.
Additionally, as of the Effective Date, the "Average Annual Total Returns" table in the "Performance Information" section in the Fund's Summary Prospectus and in the "Summary of the Fund" section of the Fund's Prospectus is deleted in its entirety and replaced with the following:
Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2016)
  Share Class
Inception Date
1 Year 5 Years 10 Years
Class A 11/01/2002      
returns before taxes   6.24% 18.77% 8.64%
returns after taxes on distributions   6.15% 18.31% 8.32%
returns after taxes on distributions and sale of Fund shares   3.61% 15.71% 6.99%
Class Adv returns before taxes 11/08/2012 12.94% 20.49% 9.57%
Class C returns before taxes 10/13/2003 10.86% 19.28% 8.47%
Class Inst returns before taxes 11/09/2000 13.01% 20.48% 9.57%
Class Inst2 returns before taxes 11/08/2012 13.14% 20.63% 9.63%
Class Inst3 returns before taxes 03/01/2016 13.20% 20.52% 9.58%
S&P Global 1200 Information Technology Index (Net) (reflects reinvested dividends net of withholding taxes but reflects no deductions for fees, expenses or other taxes)   13.70% 14.77% 7.83%
S&P Global 1200 Information Technology Index (Total Return) (reflects no deductions for fees, expenses or taxes)   14.25% 15.30% 8.26%
ICE BofAML 100 Technology Index (reflects no deductions for fees, expenses or taxes)   11.83% 14.59% 6.99%
  
The rest of the section remains the same.
Shareholders should retain this Supplement for future reference.
SUP234_08_005_(03/18)