0001193125-22-092904.txt : 20220401 0001193125-22-092904.hdr.sgml : 20220401 20220401090655 ACCESSION NUMBER: 0001193125-22-092904 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220401 DATE AS OF CHANGE: 20220401 EFFECTIVENESS DATE: 20220401 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-89661 FILM NUMBER: 22796025 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Funds Series Trust II CENTRAL INDEX KEY: 0001352280 IRS NUMBER: 204384176 STATE OF INCORPORATION: MA FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-131683 FILM NUMBER: 22796027 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE SERIES TRUST DATE OF NAME CHANGE: 20070928 FORMER COMPANY: FORMER CONFORMED NAME: RIVERSOURCE RETIREMENT SERIES TRUST DATE OF NAME CHANGE: 20060801 FORMER COMPANY: FORMER CONFORMED NAME: RiverSource Retirement Series Trust DATE OF NAME CHANGE: 20060206 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: 22796026 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 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 S000010623 Columbia Intermediate Municipal Bond Fund C000029387 Columbia Intermediate Municipal Bond Fund Class A LITAX C000029389 Columbia Intermediate Municipal Bond Fund Class C LITCX C000029391 Columbia Intermediate Municipal Bond Fund Class V GIMAX C000029392 Columbia Intermediate Municipal Bond Fund Institutional Class SETMX C000122658 Columbia Intermediate Municipal Bond Fund Institutional 2 Class CTMRX C000126466 Columbia Intermediate Municipal Bond Fund Advisor Class CIMRX C000184729 Columbia Intermediate Municipal Bond Fund Institutional 3 Class CIMYX 0000773757 S000012070 Columbia Select Mid Cap Growth Fund C000032847 Columbia Select Mid Cap Growth Fund Class A CBSAX C000032849 Columbia Select Mid Cap Growth Fund Class C CMCCX C000032852 Columbia Select Mid Cap Growth Fund Class R CMGRX C000032853 Columbia Select Mid Cap Growth Fund Class V CBSTX C000032854 Columbia Select Mid Cap Growth Fund Institutional Class CLSPX C000078986 Columbia Select Mid Cap Growth Fund Institutional 3 Class CMGYX C000094669 Columbia Select Mid Cap Growth Fund Institutional 2 Class CMGVX C000121789 Columbia Select Mid Cap Growth Fund Advisor Class CPGRX 0000773757 S000012077 Columbia Contrarian Core Fund C000032888 Columbia Contrarian Core Fund Class A LCCAX C000032890 Columbia Contrarian Core Fund Class C LCCCX C000032892 Columbia Contrarian Core Fund Class V SGIEX C000032893 Columbia Contrarian Core Fund Institutional Class SMGIX C000094681 Columbia Contrarian Core Fund Class R CCCRX C000122666 Columbia Contrarian Core Fund Advisor Class CORRX C000122667 Columbia Contrarian Core Fund Institutional 2 Class COFRX C000122668 Columbia Contrarian Core Fund Institutional 3 Class COFYX 0000773757 S000012079 Columbia Dividend Income Fund C000032900 Columbia Dividend Income Fund Class A LBSAX C000032902 Columbia Dividend Income Fund Class C LBSCX C000032904 Columbia Dividend Income Fund Class V GEQAX C000032905 Columbia Dividend Income Fund Institutional Class GSFTX C000061836 Columbia Dividend Income Fund Class R CDIRX C000122669 Columbia Dividend Income Fund Advisor Class CVIRX C000122670 Columbia Dividend Income Fund Institutional 2 Class CDDRX C000122671 Columbia Dividend Income Fund Institutional 3 Class CDDYX 0000773757 S000012081 Columbia Large Cap Growth Fund C000032910 Columbia Large Cap Growth Fund Class A LEGAX C000032912 Columbia Large Cap Growth Fund Class C LEGCX C000032914 Columbia Large Cap Growth Fund Class V GAEGX C000032915 Columbia Large Cap Growth Fund Institutional Class GEGTX C000078989 Columbia Large Cap Growth Fund Institutional 3 Class CGFYX C000094688 Columbia Large Cap Growth Fund Class R CGWRX C000094690 Columbia Large Cap Growth Fund Institutional 2 Class CLWFX C000122672 Columbia Large Cap Growth Fund Advisor Class CCGRX 0000773757 S000012086 Columbia Connecticut Intermediate Municipal Bond Fund C000032936 Columbia Connecticut Intermediate Municipal Bond Fund Class A LCTAX C000032938 Columbia Connecticut Intermediate Municipal Bond Fund Class C LCTCX C000032940 Columbia Connecticut Intermediate Municipal Bond Fund Class V GCBAX C000032941 Columbia Connecticut Intermediate Municipal Bond Fund Institutional Class SCTEX C000126470 Columbia Connecticut Intermediate Municipal Bond Fund Advisor Class CCTMX C000184730 Columbia Connecticut Intermediate Municipal Bond Fund Institutional 3 Class CCTYX 0000773757 S000012087 Columbia Massachusetts Intermediate Municipal Bond Fund C000032942 Columbia Massachusetts Intermediate Municipal Bond Fund Class A LMIAX C000032944 Columbia Massachusetts Intermediate Municipal Bond Fund Class C LMICX C000032946 Columbia Massachusetts Intermediate Municipal Bond Fund Class V GMBAX C000032947 Columbia Massachusetts Intermediate Municipal Bond Fund Institutional Class SEMAX C000126471 Columbia Massachusetts Intermediate Municipal Bond Fund Advisor Class CMANX C000169174 Columbia Massachusetts Intermediate Municipal Bond Fund Institutional 2 Class CMAUX C000184731 Columbia Massachusetts Intermediate Municipal Bond Fund Institutional 3 Class CMMYX 0000773757 S000012089 Columbia New York Intermediate Municipal Bond Fund C000032951 Columbia New York Intermediate Municipal Bond Fund Class A LNYAX C000032953 Columbia New York Intermediate Municipal Bond Fund Class C LNYCX C000032955 Columbia New York Intermediate Municipal Bond Fund Class V GANYX C000032956 Columbia New York Intermediate Municipal Bond Fund Institutional Class GNYTX C000126472 Columbia New York Intermediate Municipal Bond Fund Advisor Class CNYIX C000169175 Columbia New York Intermediate Municipal Bond Fund Institutional 2 Class CNYUX C000184732 Columbia New York Intermediate Municipal Bond Fund Institutional 3 Class CNYYX 0000773757 S000021579 Columbia Bond Fund C000061833 Columbia Bond Fund Class A CNDAX C000061834 Columbia Bond Fund Class C CNDCX C000061835 Columbia Bond Fund Institutional Class UMMGX C000078993 Columbia Bond Fund Institutional 3 Class CBFYX C000094716 Columbia Bond Fund Class V CNDTX C000109452 Columbia Bond Fund Class R CBFRX C000122693 Columbia Bond Fund Advisor Class CNDRX C000122694 Columbia Bond Fund Institutional 2 Class CNFRX 0001097519 S000010774 Columbia Capital Allocation Moderate Aggressive Portfolio C000029775 Columbia Capital Allocation Moderate Aggressive Portfolio Class A NBIAX C000029777 Columbia Capital Allocation Moderate Aggressive Portfolio Class C NBICX C000029778 Columbia Capital Allocation Moderate Aggressive Portfolio Class R CLBRX C000029779 Columbia Capital Allocation Moderate Aggressive Portfolio Institutional Class NBGPX C000097719 Columbia Capital Allocation Moderate Aggressive Portfolio Class V CGGTX C000122566 Columbia Capital Allocation Moderate Aggressive Portfolio Advisor Class CGBRX C000122567 Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 2 Class CLHRX C000129843 Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class CPHNX 0001352280 S000031353 Columbia Disciplined Value Fund C000097419 Columbia Disciplined Value Fund Class A RLCAX C000097421 Columbia Disciplined Value Fund Class C RDCCX C000097423 Columbia Disciplined Value Fund Class R RLCOX C000097425 Columbia Disciplined Value Fund Class V CVQTX C000097427 Columbia Disciplined Value Fund Institutional Class CVQZX C000158968 Columbia Disciplined Value Fund Advisor Class COLEX C000158969 Columbia Disciplined Value Fund Institutional 2 Class COLVX C000158970 Columbia Disciplined Value Fund Institutional 3 Class COLYX 497 1 d670253d497.htm CFST / CFST I / CFST II CFST / CFST I / CFST II
Supplement dated April 1, 2022
to the Prospectus (as supplemented, if applicable) of each of the following funds (each, a Fund, and collectively, the Funds):
Fund Prospectus Dated
Columbia Funds Series Trust  
 Columbia Capital Allocation Moderate Aggressive Portfolio 6/1/2021
Columbia Funds Series Trust I  
Columbia Bond Fund 9/1/2021
 Columbia Connecticut Intermediate Municipal Bond Fund 3/1/2022
 Columbia Contrarian Core Fund 1/1/2022
 Columbia Dividend Income Fund 10/1/2021
 Columbia Intermediate Municipal Bond Fund 3/1/2022
 Columbia Large Cap Growth Fund (Classes A, Adv, C, Inst, Inst2, Inst3, R & V) 12/1/2021
 Columbia Massachusetts Intermediate Municipal Bond Fund 3/1/2022
 Columbia New York Intermediate Municipal Bond Fund 3/1/2022
 Columbia Select Mid Cap Growth Fund 1/1/2022
Columbia Funds Series Trust II  
 Columbia Disciplined Value Fund 12/1/2021
For each Fund Effective April 1, 2022, the third bullet under the section "Other Redemption Rules You Should Know" in the "Buying, Selling and Exchanging Shares" section is hereby superseded and replaced with the following:
■ The Distributor, in its sole discretion, reserves the right to liquidate Fund shares (of any class of the Fund) held in an omnibus account of a financial intermediary that clears Fund share transactions through a clearing intermediary or platform that charges certain maintenance fees to the Fund if the value of the omnibus account, at the Fund share class (i.e., CUSIP) level, falls below $100,000 (below $2 million for Class V shares) (a CUSIP Liquidation Event). The Distributor will provide at least 90 days’ notice of a CUSIP Liquidation Event to financial intermediaries with impacted omnibus accounts. Shareholders invested in the Fund through such omnibus accounts can request through their financial intermediary a tax-free exchange to Class A shares or shareholders can consider holding their Fund shares in a Direct-at-Fund Account, provided requirements to transfer the account are fulfilled. You should discuss your options with your financial intermediary.
Shareholders should retain this Supplement for future reference.
SUP000_00_121_(04/22)