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Mutual Funds: COLUMBIA FUNDS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
COLUMBIA ACORN FD INST (ACRNX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA LMTD DURATION CREDIT FD A (ALDAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA DISCIPLINED CORE FD A (AQEAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA QUALITY INCOME FD CL A (AUGAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA STRATEGIC MUNI INCOME FD INST (CATZX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA BALANCED FUND CLASS A (CBLAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA MID CAP GROWTH FUND CL A (CBSAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SELIGMAN TECH AND INFO FD INST (CCIZX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA CMDY STRATEGY A (CCSAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SELECT LARGE CAP GRWTH FD INST (CGTRX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA MORTGAGE OPPTY FD INST (CLMZX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA OR INTERM MUNI BD FD INST (CMBFX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA STRATEGIC INCOME ADV (CMNRX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA BD A (CNDAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA OVERSEAS VALUE A (COAVX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA OR INTERM MUNI BD FD CL A (COEAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA TAX EXEMPT FUND CL A (COLTX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA OVERSEAS CORE A (COSAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA STRATEGIC INCOME FUND A (COSIX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA OVERSEAS VALUE INST 3 (COSYX)
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1 $100,000.00 $100,000.00 $100,000.00 $100,000.00
COLUMBIA STRATEGIC INCOME FUND INSTITUTI (CPHUX)
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1 $100,000.00 $100,000.00 $100,000.00 $100,000.00
COLUMBIA CORPORATE INCM FD INST 2 (CPIRX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA MID CAP INDEX FD INST 2 (CPXRX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA REAL ESTATE EQUITY FUND CL A (CREAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA REAL ESTATE EQUITY FD INST (CREEX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SMALL CAP VALUE I FUND CL A (CSMIX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA EMRG MKTS A (EEMAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA DIVIDEND INCOME FD INST (GSFTX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA LARGE CAP VALUE FD CL A (INDZX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA DIVIDEND OPPTY FD A (INUTX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA DIVIDEND INCOMECL A (LBSAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA LARGE CAP GROWTH FUND CL A (LEGAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA INTERM MUNI BD FD CL A (LITAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA LARGE CAP GWTH OPPTY FD CL A (NFEAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA LARGE CAP GWTH OPPTY FD INST (NFEPX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA MID CAP INDEX FD INST (NMPAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SHORT TERM MUNICIPAL BOND FUND (NSMMX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA MID CAP INDEX FUND A (NTIAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA FLOATING RATE FD A (RFRAX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SELIGMAN TECH AND INFO FD INST (SCMIX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA SELIGMAN TECH AND INFO FD CL A (SLMCX)
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1 $0.00 $0.00 $0.00 $0.00
COLUMBIA FDS SER TR I TOTAL RETURN I CLA (SRBFX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.