<SEC-DOCUMENT>0001683863-23-005310-index.html : 20230630 <SEC-HEADER>0001683863-23-005310.hdr.sgml : 20230630 <ACCEPTANCE-DATETIME>20230630093611 ACCESSION NUMBER: 0001683863-23-005310 CONFORMED SUBMISSION TYPE: N-CSR PUBLIC DOCUMENT COUNT: 31 CONFORMED PERIOD OF REPORT: 20230430 FILED AS OF DATE: 20230630 DATE AS OF CHANGE: 20230630 EFFECTIVENESS DATE: 20230630 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: N-CSR SEC ACT: 1940 Act SEC FILE NUMBER: 811-04367 FILM NUMBER: 231059827 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 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012096 <SERIES-NAME>Columbia Corporate Income Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032979 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>LIIAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032981 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>CIOCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032982 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>SRINX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122677 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CRIYX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122678 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CIFRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122679 <CLASS-CONTRACT-NAME>Columbia Corporate Income Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CPIRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012097 <SERIES-NAME>Columbia Total Return Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032983 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>LIBAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032985 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>LIBCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032986 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Class R <CLASS-CONTRACT-TICKER-SYMBOL>CIBRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032987 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>SRBFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000121793 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CBNRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000121794 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CTBRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122680 <CLASS-CONTRACT-NAME>Columbia Total Return Bond Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CTBYX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012098 <SERIES-NAME>Columbia U.S. Treasury Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032988 <CLASS-CONTRACT-NAME>Columbia U.S. Treasury Index Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>LUTAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032990 <CLASS-CONTRACT-NAME>Columbia U.S. Treasury Index Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>LUTCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032991 <CLASS-CONTRACT-NAME>Columbia U.S. Treasury Index Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>IUTIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122681 <CLASS-CONTRACT-NAME>Columbia U.S. Treasury Index Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CUTRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000174616 <CLASS-CONTRACT-NAME>Columbia U.S. Treasury Index Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CUTYX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012102 <SERIES-NAME>Columbia Small Cap Value Fund I <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033005 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Class A <CLASS-CONTRACT-TICKER-SYMBOL>CSMIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033007 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Class C <CLASS-CONTRACT-TICKER-SYMBOL>CSSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033008 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CSCZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078991 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CSVYX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000094701 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Class R <CLASS-CONTRACT-TICKER-SYMBOL>CSVRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122682 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CVVRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122683 <CLASS-CONTRACT-NAME>Columbia Small Cap Value Fund I Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CUURX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000021579 <SERIES-NAME>Columbia Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000061833 <CLASS-CONTRACT-NAME>Columbia Bond Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>CNDAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000061834 <CLASS-CONTRACT-NAME>Columbia Bond Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>CNDCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000061835 <CLASS-CONTRACT-NAME>Columbia Bond Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>UMMGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078993 <CLASS-CONTRACT-NAME>Columbia Bond Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CBFYX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000094716 <CLASS-CONTRACT-NAME>Columbia Bond Fund Class V <CLASS-CONTRACT-TICKER-SYMBOL>CNDTX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109452 <CLASS-CONTRACT-NAME>Columbia Bond Fund Class R <CLASS-CONTRACT-TICKER-SYMBOL>CBFRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122693 <CLASS-CONTRACT-NAME>Columbia Bond Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CNDRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122694 <CLASS-CONTRACT-NAME>Columbia Bond Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CNFRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000055250 <SERIES-NAME>Multi-Manager Directional Alternative Strategies Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000179758 <CLASS-CONTRACT-NAME>Multi-Manager Directional Alternative Strategies Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CDAZX </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>N-CSR <SEQUENCE>1 <FILENAME>f25813d1.htm <DESCRIPTION>COLUMBIA FUNDS SERIES TRUST I <TEXT> Document 1 - file: f25813d1.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CODE ETH <SEQUENCE>2 <FILENAME>f25813d2.htm <DESCRIPTION>CODE OF ETHICS <TEXT> Document 2 - file: f25813d2.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CERT <SEQUENCE>3 <FILENAME>f25813d3.htm <DESCRIPTION>SECTION 302 CERTIFICATION <TEXT> Document 3 - file: f25813d3.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.906 CERT <SEQUENCE>4 <FILENAME>f25813d4.htm <DESCRIPTION>SECTION 906 CERTIFICATION <TEXT> Document 4 - file: f25813d4.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>5 <FILENAME>img0280374c3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 5 - file: img0280374c3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>6 <FILENAME>img7586a8661.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 6 - file: img7586a8661.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>7 <FILENAME>img8d6fac4a2.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 7 - file: img8d6fac4a2.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>8 <FILENAME>img0fa1149e1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 8 - file: img0fa1149e1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>9 <FILENAME>imgbaa8a71c2.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 9 - file: imgbaa8a71c2.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>10 <FILENAME>imgf35213943.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 10 - file: imgf35213943.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>11 <FILENAME>img3aa9a71e1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 11 - file: img3aa9a71e1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>12 <FILENAME>img3ed63b112.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 12 - file: img3ed63b112.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>13 <FILENAME>img51ae11ea3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 13 - file: img51ae11ea3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>14 <FILENAME>img0a06b1962.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 14 - file: img0a06b1962.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>15 <FILENAME>imgaa347a861.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 15 - file: imgaa347a861.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>16 <FILENAME>imgefab4d6d3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 16 - file: imgefab4d6d3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>17 <FILENAME>img2a9ee7184.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 17 - file: img2a9ee7184.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>18 <FILENAME>imgae033ba73.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 18 - file: imgae033ba73.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>19 <FILENAME>imgc12106442.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 19 - file: imgc12106442.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>20 <FILENAME>imgd18ffe101.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 20 - file: imgd18ffe101.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>21 <FILENAME>img3bf086dc3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 21 - file: img3bf086dc3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>22 <FILENAME>imgba9032892.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 22 - file: imgba9032892.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>23 <FILENAME>imgf96de61a1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 23 - file: imgf96de61a1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>24 <FILENAME>g3jq0gb4tbbaeliw70tu1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 24 - file: g3jq0gb4tbbaeliw70tu1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>25 <FILENAME>gbrwxlb9va1gkjj7f2jbd.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 25 - file: gbrwxlb9va1gkjj7f2jbd.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>26 <FILENAME>ged21mtuw6y1fykws5w4y.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 26 - file: ged21mtuw6y1fykws5w4y.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>27 <FILENAME>gezajp821rf3zrw14k7b4.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 27 - file: gezajp821rf3zrw14k7b4.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>28 <FILENAME>gfdt233366ggi8l1kn9ig.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 28 - file: gfdt233366ggi8l1kn9ig.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>29 <FILENAME>gin8xx5o3vnr8g7tmgohm.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 29 - file: gin8xx5o3vnr8g7tmgohm.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>30 <FILENAME>gudu8y2vq0976becfqil9.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 30 - file: gudu8y2vq0976becfqil9.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>31 <FILENAME>gzaqlphk8h2c2i8ipoh1e.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 31 - file: gzaqlphk8h2c2i8ipoh1e.jpg
</DOCUMENT> </SEC-DOCUMENT>