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Value
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The Fund seeks long-term capital appreciation.
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Share prices of mid-capitalization companies tend to be more volatile than those of larger companies.
> View risk spectrum For more information on investment risk, please see the prospectus.
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| $2,500.00 |
| $1,000.00 |
| $50.00 |
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* The initial investment minimums are waived when automatic/systematic investment plans are established with $50 followed by regular contributions of $50 thereafter.
† Class Z shares have limited eligibility and the investment minimum requirement may vary. Only Eligible Investors may purchase Class Z shares of the fund, directly or by exchange. Please see the fund's prospectus for eligibility, and other details.
The fund reserves the right to change these investment minimums and the criteria for Eligible Investors. The fund also reserves the right to refuse a purchase order for any reason, including if it believes that doing so would be in the best interest of the fund and its shareholders.
Please consider the investment objectives, risks, charges and expenses of the Columbia Funds carefully before investing. Contact us or your financial advisor for a prospectus, which contains this and other important information about the fund. Read it carefully before you invest. |
The Morningstar® Style Box™ reveals a fund’s investment strategy. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). For fixed-income funds the vertical axis shows the average credit quality of the bonds line owned, and the horizontal axis shows interest rate sensitivity as measured by a bond’s duration (short, intermediate or long). All of these numbers are drawn from the data most recently provided by the fund and entered into Morningstar’s database as of quarter-end. Although the data are gathered from reliable sources, Morningstar cannot guarantee completeness and accuracy. |
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* Expense ratios are as of the fund’s most recent prospectus. Performance may reflect waivers or reimbursements of fund expenses by the advisor or its affiliates. Absent these waivers, or reimbursement arrangements, performance results may be lower. View a list of funds for which the investment advisor or its affiliates has agreed to reimburse or waive a portion of the fund expenses. Unless a specific end date is provided, the waiver or reimbursement may be revised or discontinued at any time. |
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Equity Funds: Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). If they were included, returns would have been lower. Class Z and Y shares are sold only at NAV with no 12b-1 fee. Public offering price (POP) returns include the maximum 5.75% sales charge for class A, the appropriate class B contingent deferred sales charge for the holding period after purchase as follows: first year - 5%, second year - 4%, third year - 3%, fourth year - 3%, fifth year -2%, sixth year -1%, thereafter - 0% and the class C contingent deferred sales charge of 1% for the first year only. Performance for different share classes varies based on differences in sales charges and fees associated with each class.
Fixed Income Funds: Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). If they were included, returns would have been lower. Class Z and Y shares are sold only at NAV with no 12b-1 fee. POP returns include the maximum 4.75% sales charge for class A, the appropriate class B contingent deferred salescharge for the holding period after purchase as follows: first year -5 %, second year - 4%, third year - 3%, fourth year - 3%, fifth year - 2%, sixth year - 1%, thereafter - 0% and the class C contingent deferred sales charge of 1% for the first year only. Performance for different share classes varies based on differences in sales charges and fees associated with each class. Short-Intermediate Fixed Income Funds: Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). If they were included, returns would have been lower. Class Z and Y shares are sold at NAV with no 12b-1 fee. Public offering price (POP) returns include the maximum initial sales charge of 3.25% for class A shares,the applicable CDSC for class B shares (3%, 3%, 2%, 1%, 0% for the first through fifth years after purchase, respectively), and the maximum CDSC of 1.00% for class C shares during the first year after purchase. Performance for different share classes varies based on differences in sales charges and fees associated with each class.
Performance data quoted represents past performance and current performance may be lower or higher. Past performance is no guarantee of future results. The investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than the original cost.
All results shown assume reinvestment of distributions and do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. |
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Class Z shares, offered to Registered Investment Advisors (RIAs) and defined contributions plans, are sold without a 12b-1 fee at NAV.
For more information on investing in Z shares, please see our eligibility requirements in the prospectus. |
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Effective June 22, 2009, Class B shares of this fund are closed to purchase activity, with the exception of dividend reinvestments and exchanges from existing investors in the funds' Class B shares.
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$4,350,000,000
NAMAX
19765J830
11/20/2001
Mid-Cap Value
983
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Diane Sobin, CFA
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Managing Director, Senior Portfolio Manager, Value Strategies
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David I. Hoffman
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Managing Director, Senior Portfolio Manager, Value Strategies
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Lori J. Ensinger, CFA
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Value Strategies, Managing Director, Senior Portfolio Manager
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