Funds in multiple categories awarded
Five Columbia funds have received 2015 Lipper Fund Awards as
top-performing mutual funds in their respective Lipper
classifications for the period ending December 31, 2014:
- Columbia Select Large-Cap Value Fund
(R5 shares)Large-Cap Value Funds classification (90 funds1) –
10 years
- Columbia Greater China Fund (Z
shares)China Region Funds classification (11 funds1) – 10
years
- Columbia Global Technology Growth
Fund (Z shares)Science & Technology Funds classification
(39 funds1) – 3 years
- Columbia Contrarian Core Fund (Z
shares)Large-Cap Core Funds classification (177 funds1) – 10
years
- Columbia AMT-Free California
Intermediate Muni Bond Fund (Z shares)California Intermediate
Municipal Debt Funds classification (13 funds1) – 10 years
The U.S. Lipper Fund Awards recognize funds for their
consistently strong risk-adjusted three-, five-, and 10-year
performance, relative to their peers, based on Lipper’s proprietary
performance-based methodology2.
Past performance does not guarantee future results.
“We are pleased to have five funds recognized by Lipper for
their consistent, risk adjusted performance,” said Colin Moore,
Global Chief Investment Officer. “The awards underscore the
importance Columbia Threadneedle Investments places on rigorous
research and a disciplined investment process in the service of our
clients.”
This is the fourth consecutive year that Columbia Select
Large-Cap Value Fund has earned a Lipper Award in the Large-Cap
Value category. The fund received the award for 10-year performance
in 2014 (84 funds), for 5-year and 10-year performance in 2013 (102
funds and 84 funds), and for 5-year performance in 2012 (402
funds).
About Columbia Threadneedle Investments:Columbia
Threadneedle Investments is a leading global asset management group
that provides a broad range of actively managed investment
strategies and solutions for individual, institutional and
corporate clients around the world.
With more than 2000 people including over 450 investment
professionals based in North America, Europe and Asia, we manage
$506 billion (as of 12/31/14) of assets across developed and
emerging market equities, fixed income, asset allocation solutions
and alternatives.
Columbia Threadneedle Investments is the global asset management
group of Ameriprise Financial, Inc. (NYSE: AMP).
For more information, please visit columbiathreadneedle.com/us.
Follow us on Twitter @CTInvest_US.
Performance Chart
Average annualtotal returns as
of12/31/14
1 Year
3 Year 5 Year 10 Year
SinceInception
InceptionDate
Total GrossAnnual
OperatingExpenses5
Columbia SelectLarge-Cap ValueFund(R5
shares3)
12.17 18.56 16.33 8.71
8.37 04/25/19974 1.00%
Columbia GreaterChina Fund(Z shares)
10.83 9.09 7.33 11.98
10.59 05/16/1997 1.34%
Columbia GlobalTechnology GrowthFund(Z
shares)
16.14 22.51 19.09 11.21
5.93 11/09/2000 1.19%
ColumbiaContrarian CoreFund(Z shares)
15.97 19.15 17.02 10.58
9.63 12/14/1992 .87%
Columbia AMT-Free CaliforniaIntermediate
MuniBond Fund(Z shares)
5.12 3.48 4.87 4.44 4.20
08/19/2002 .71%
Source: Columbia Threadneedle Investments, as of
12/31/14.
Past performance does not guarantee future results.
1 Within the respective Lipper classification.
2 Lipper rankings are based on annualized total returns and do
not reflect sales charges.
3 Class Z an R shares are sold at net asset value and have
limited eligibility. Columbia Management Investment Distributors,
Inc. offers multiple share classes, not all necessarily available
through all firms, and the share class ratings may vary. Contact us
for details.
4 The inception date of Class R5 shares of Columbia Select
Large-Cap Value Fund is 11/30/2001. The returns shown for periods
prior to this 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.
5 The fund’s expense ratio is from the most recent prospectus.
The investment manager and certain of its affiliates have
contractually (for at least twelve months after the date of the
fund prospectus) agreed to waive certain fees and/or to reimburse
certain expenses of the fund.
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
columbiathreadneedle.com/us.
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. Contractual
waivers/reimbursements may be discontinued before their stated end
date at the sole discretion of the Fund’s board and voluntary
waivers/reimbursement arrangements, if any, may be discontinued at
any time. The Fund’s returns reflect the effect of any fee
waivers and/or reimbursements of Fund expenses. Without such fee
waivers/expense reimbursements, the Fund’s returns would have been
lower.
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 or a summary prospectus, which contains this
and other important information about the funds, visit
columbiathreadneedle.com/us. Read the prospectus carefully before
investing.
Columbia Select Large Cap-Value Fund: The market value of
securities may fall, fail to rise, or fluctuate, sometimes rapidly
and unpredictably. Market risk may affect a single issuer, sector
of the economy, industry, or the market as a whole. Value
securities involve the risk that they may never reach what the
portfolio managers believe is their full market value either
because the market fails to recognize the stock's intrinsic worth
or the portfolio managers misgauged that worth. They also may
decline in price, even though in theory they are already
undervalued. Because the Fund may hold a limited number of
securities, the Fund as a whole is subject to greater risk of loss
if any of those securities declines in price.
Columbia Greater China Fund: Market risk may affect a
single issuer, sector of the economy, industry or the market as a
whole. International investing involves certain risks and
volatility due to potential political, economic or currency
instabilities and different financial and accounting standards.
Risks are enhanced for emerging market issuers. Concentration in
the Greater China region, where issuers tend to be less developed
than U.S. issuers, presents increased risk of loss than a fund that
does not concentrate its investments. Investments in small- and
mid-cap companies involve risks and volatility greater than
investments in larger, more established companies. As a
non-diversified fund, fewer investments could have a greater effect
on performance.
Columbia Global Technology Growth Fund: Market risk may
affect a single issuer, sector of the economy, industry or the
market as a whole. The products of technology companies may be
subject to severe competition and rapid obsolescence, and
technology stocks may be subject to greater price fluctuations.
Growth securities, at times, may not perform as well as value
securities or the stock market in general and may be out of favor
with investors. Foreign investments subject the fund to risks,
including political, economic, market, social and others within a
particular country, as well as to currency instabilities and less
stringent financial and accounting standards generally applicable
to U.S. issuers. Risks are enhanced for emerging market issuers. As
a non-diversified fund, fewer investments could have a greater
effect on performance.
Columbia Contrarian Core Fund: Market risk may affect a
single issuer, sector of the economy, industry or the market as a
whole. Foreign investments subject the fund to risks, including
political, economic, market, social and others within a particular
country, as well as to currency instabilities and less stringent
financial and accounting standards generally applicable to U.S.
issuers. Growth securities, at times, may not perform as well as
value securities or the stock market in general and may be out of
favor with investors. Value securities may be unprofitable if the
market fails to recognize their intrinsic worth or the portfolio
manager misgauged that worth. The fund may invest significantly in
issuers within a particular sector, which may be negatively
affected by market, economic or other conditions, making the fund
more vulnerable to unfavorable developments in the sector.
Columbia AMT-Free California Intermediate Muni Bond Fund:
Fixed-income securities present issuer default risk. The
fund invests substantially in municipal securities and will
be affected by tax, legislative, regulatory, demographic or
political changes, as well as changes impacting a state’s
financial, economic or other conditions. A relatively small number
of tax-exempt issuers may necessitate the fund investing more
heavily in a single issuer and, therefore, be more exposed to the
risk of loss than a fund that invests more broadly. The value of
the fund’s portfolio may be more volatile than a more
geographically diversified fund. Prepayment and
extension risk exists as a loan, bond or other investment may
be called, prepaid or redeemed before maturity and that similar
yielding investments may not be available for purchase. A rise in
interest rates may result in a price decline of fixed-income
instruments held by the fund, negatively impacting its performance
and NAV. Falling rates may result in the fund investing in lower
yielding debt instruments, lowering the fund’s income and yield.
These risks may be heightened for longer maturity and duration
securities. Non-investment-grade (high-yield or junk)
securities present greater price volatility and more risk to
principal and income than higher rated securities. Market
risk may affect a single issuer, sector of the economy, industry or
the market as a whole. Federal and state tax rules apply to
capital gain distributions and any gains or losses on sales. Income
may be subject to state or local taxes. Liquidity risk is
associated with the difficulty of selling underlying investments at
a desirable time or price.
Columbia Funds are distributed by Columbia Management Investment
Distributors, Inc., member FINRA. Advisory services provided by
Columbia Management Investment Advisers, LLC.
Columbia Management Investment Distributors, Inc.225 Franklin
Street, Boston, MA 02110-2804
AdTrax 1158289
© 2015 Columbia Management Investment Advisers, LLC. All rights
reserved.
For Columbia Threadneedle Investments:Carlos Melville,
617-897-9384carlos.melville@ampf.com
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