<SEC-DOCUMENT>0001683863-24-004574-index.html : 20240703 <SEC-HEADER>0001683863-24-004574.hdr.sgml : 20240703 <ACCEPTANCE-DATETIME>20240703161128 ACCESSION NUMBER: 0001683863-24-004574 CONFORMED SUBMISSION TYPE: N-CSR PUBLIC DOCUMENT COUNT: 31 CONFORMED PERIOD OF REPORT: 20240430 FILED AS OF DATE: 20240703 DATE AS OF CHANGE: 20240703 EFFECTIVENESS DATE: 20240703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 ORGANIZATION NAME: 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: 241100222 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>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>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>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>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>f38995d1.htm <DESCRIPTION>COLUMBIA FUNDS SERIES TRUST I <TEXT> Document 1 - file: f38995d1.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CODE ETH <SEQUENCE>2 <FILENAME>f38995d2.htm <DESCRIPTION>CODE OF ETHICS <TEXT> Document 2 - file: f38995d2.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CERT <SEQUENCE>3 <FILENAME>f38995d3.htm <DESCRIPTION>SECTION 302 CERTIFICATION <TEXT> Document 3 - file: f38995d3.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.906 CERT <SEQUENCE>4 <FILENAME>f38995d4.htm <DESCRIPTION>SECTION 906 CERTIFICATION <TEXT> Document 4 - file: f38995d4.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>5 <FILENAME>img29c9b1d21.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 5 - file: img29c9b1d21.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>6 <FILENAME>imgb53328723.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 6 - file: imgb53328723.jpg
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</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>8 <FILENAME>img28eebc3a1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 8 - file: img28eebc3a1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>9 <FILENAME>img65d940054.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 9 - file: img65d940054.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>10 <FILENAME>img9713dc9e2.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 10 - file: img9713dc9e2.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>11 <FILENAME>imgda8d07e83.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 11 - file: imgda8d07e83.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>12 <FILENAME>img0bbef8c13.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 12 - file: img0bbef8c13.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>13 <FILENAME>img2c8ce7262.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 13 - file: img2c8ce7262.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>14 <FILENAME>imgc37ff0f81.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 14 - file: imgc37ff0f81.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>15 <FILENAME>img9d7458d82.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 15 - file: img9d7458d82.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>16 <FILENAME>imgc61d0c8c1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 16 - file: imgc61d0c8c1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>17 <FILENAME>imge7b176613.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 17 - file: imge7b176613.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>18 <FILENAME>img0fe93fa31.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 18 - file: img0fe93fa31.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>19 <FILENAME>img576aab222.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 19 - file: img576aab222.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>20 <FILENAME>imgee75eab83.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 20 - file: imgee75eab83.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>21 <FILENAME>img5722c0713.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 21 - file: img5722c0713.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>22 <FILENAME>img896c04572.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 22 - file: img896c04572.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>23 <FILENAME>img8df3e5511.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 23 - file: img8df3e5511.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>24 <FILENAME>g2gdodxt2bbsxj447mlfr.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 24 - file: g2gdodxt2bbsxj447mlfr.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>25 <FILENAME>g3ws3e5t9he18v9kut1ri.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 25 - file: g3ws3e5t9he18v9kut1ri.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>26 <FILENAME>gb7ytejb723w5cb35sdhz.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 26 - file: gb7ytejb723w5cb35sdhz.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>27 <FILENAME>geqs3l9vw7c8mmth43gc3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 27 - file: geqs3l9vw7c8mmth43gc3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>28 <FILENAME>gfletazqc8ma2oucwp04k.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 28 - file: gfletazqc8ma2oucwp04k.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>29 <FILENAME>gnja5q5qcq73bj5ivtafg.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 29 - file: gnja5q5qcq73bj5ivtafg.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>30 <FILENAME>gq76ryttmaoziwo7hyoog.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 30 - file: gq76ryttmaoziwo7hyoog.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>31 <FILENAME>gq9vqazl87vi7ypbj58x8.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 31 - file: gq9vqazl87vi7ypbj58x8.jpg
</DOCUMENT> </SEC-DOCUMENT>