Five Columbia Management funds have received 2012 Lipper Fund
Awards as top-performing mutual funds in their respective Lipper
categories as of December 31, 2011:
- Columbia Acorn International
Fund (Z shares)
International Small/Mid-Cap Growth category
(41 funds) – 10 years
- Columbia California Intermediate
Municipal Bond Fund (Z shares)
California Intermediate Municipal Debt
category (32 funds) – 5 years
- Columbia European Equity Fund (I
shares)
European Region category (68 funds) – 5
years
- Columbia Select Large Cap Value
Fund (R5 shares)
Large Cap Value category (402 funds) – 5
years
- Columbia U.S. Government Mortgage
Fund (I shares)
U.S. Mortgage category (78 funds) – 3
years
A Lipper Fund Award is presented to one fund in each Lipper
category for achieving the strongest trend of consistent
risk-adjusted performance versus category peers over three, five or
10 years for the period ending December 31, 2011.
“This recognition from Lipper is a testament to the disciplined
investment processes and in-depth research of our investment
management teams,” said Colin Moore, Chief Investment Officer. “Our
goal is to continue delivering consistent, competitive performance
for our institutional clients, financial advisors and individual
investors.”
About Columbia Management:Columbia Management is the
eighth largest manager of long-term mutual fund assets with $326
billion under management as of December 31, 2011. Columbia
Management is a subsidiary of Ameriprise Financial, Inc. (NYSE:
AMP). For more information, visit columbiamangement.com.
About Ameriprise Financial:At Ameriprise Financial, we
have been helping people feel confident about their financial
future for over 115 years. With outstanding asset management,
advisory and insurance capabilities and a nationwide network of
10,000 financial advisors, we have the strength and expertise to
serve the full range of individual and institutional investors'
financial needs. For more information, or to find an Ameriprise
financial advisor, visit ameriprise.com.
Performance Chart
Average
annual total returns as of 12/31/11 1 year
3 Year 5 Year 10 Year
Since Inception Inception
Date
Total Net Annual Operating Expenses
Maximum Front-end sales charge
Columbia Acorn International
(Z shares)
-14.06 16.76 0.20 10.27 10.63
09/23/1992 0.98% -- Columbia California
Intermediate Municipal Bond Fund (Z Shares) 10.49
7.70 5.03 -- 4.24 08/19/2002
0.48% -- Columbia European Equity1
(I shares2)
-11.32 12.33 -0.18 5.58 1.78
07/15/2004* 1.00% -- Columbia Select Large Cap
Value
(R5 shares2)
-0.62 14.99 1.03 3.92 6.14
11/30/2001 0.98% -- Columbia U.S. Government
Mortgage1
(I shares2)
9.20 10.89 6.98 -- 5.69
3/4/2004* 0.48% --
Source: Lipper, as of 12/31/11.
1 The returns shown for periods prior to each fund’s share class
inception date include the returns of the oldest share class of the
fund, adjusted to reflect higher class-related operating expenses,
as applicable. In addition, the returns shown include the returns
of any predecessor to the fund. Please visit
columbiamanagement.com/institutional/strategies-and-products/appended-performance
for more information.
2 Class Z, I and R5 shares are available only to eligible
investors. See the prospectus for eligibility requirements and
other important information.
*The since inception returns shown are since fund inception, and
for newer share classes, include the returns of the fund’s oldest
share class, adjusted to reflect higher class-related operating
expenses, as applicable.
The performance information shown represents past performance
and is not a guarantee of future results. The investment return and
principal value of an investment will fluctuate so that the shares,
when redeemed, may be worth more or less than their original cost.
Current performance may be lower or higher than the performance
information shown. You may obtain performance information current
to the most recent month-end by visiting riversource.com/funds.
The investment manager and certain of its affiliates have
contractually (for at least the current fiscal year) and/or
voluntarily agreed to waive certain fees and/or to reimburse
certain expenses of the Fund, as described in the Fund's
prospectus, unless sooner terminated at the sole discretion of the
Fund's board. Net expense ratios reflect this fee waiver/expense
cap. Fee waivers/expense caps would limit the impact that any
decrease in assets would have on net expense ratios in the current
fiscal year. Voluntary waivers/reimbursement arrangements, if any,
may be discontinued at any time.
The Lipper Fund Awards are part of the Thomson Reuters Awards
for Excellence, a global family of awards that celebrate
exceptional performance throughout the professional investment
community. The Thomson Reuters Awards for Excellence recognize the
world's top funds, fund management firms, sell-side firms, research
analysts, and investor relations teams. The Thomson Reuters Awards
for Excellence also include the Extel Survey Awards, the StarMine
Analyst Awards, and the StarMine Broker Rankings. For more
information, please contact markets.awards@thomsonreuters.com or
visit excellence.thomsonreuters.com.
Investors should consider the investment objectives, risks,
charges and expenses of a mutual fund carefully before investing.
For a free prospectus which contains this and other important
information about the funds, please visit columbiamanagement.com.
The prospectus should be read carefully before investing.
Investment products, including shares of mutual funds, are not
federally or FDIC-insured, are not deposits or obligations of, or
guaranteed by any financial institution, and involve investment
risks including possible loss of principal and fluctuation in
value. Investing in certain funds involves special risk, such as
those related to investments in foreign securities, small- and
mid-capitalization stocks, fixed income securities (especially
high-yield securities), and funds which focus their investments in
a particular sector, such as real estate, technology, and precious
metals. See each fund’s prospectus for specific risks associated
with the Fund.
Columbia Funds are distributed by Columbia Management Investment
Distributors, Inc., member FINRA, and managed by Columbia
Management Investment Advisers, LLC.
© 2012 Columbia Management Investment Advisers, LLC. All rights
reserved.
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