Broker Check

Columbia Threadneedle Funds

800-221-2450

columbiathreadneedleus.com

Performance

Select Share Class as needed

Past Performance is No Guarantee for Future Results


Notes (Oct-22) : No Changes this Quarter; All Models Updated Jul-22

Class C shares began converting to A shares July 1, 2018 based on 10 years from original purchase date.

Additionally, investors can no longer buy new B shares, regardless if shares are currently owned. Talk to your Advisor about the A or C shares for future purchases. A-shares carry a 5.75% up front sales charge,  while C shares have a 1-year/1% redemption penalty.  

Returns Source: Morningstar, Columbia Threadneedle Funds, Not All Returns Reflect Maximum Sales Charge. Class B shares and no longer available for purchase and have a maximum Contingent Deferred Sales Charge of 5%, declining to 0% after 6 years. Class A shares have a Maximum Offering Purchase Charge of 5.75% for most stock funds, 4.75% for fixed income funds (3.00% MOP for Limited Duration Credit and Floating Rate).  Class C shares have a 1-year, 1% redemption penalty. See prospectus/ summary prospectus for additional details. Not all funds offer every share class. ++Reflects Maximum Sales Charge

Performance data current to the most recent month ended can be obtained by calling the toll-free number above or at www.columbiathreadneedleus.com

Investor Note:  Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small- and medium-sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds has an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa. Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.

The prospectus/summary prospectus contains this and other information. A prospectus/summary prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed above.