The fund allocates portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund's net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio. The Investment Manager expects that approximately 20% of each fund's net assets will be invested in other mutual funds and ETFs.

Nasdaq

CAIDX

The investment seeks capital appreciation and current income.  The fund allocates portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund&#39;s net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio. The Investment Manager expects that approximately 20% of each fund&#39;s net assets will be invested in other mutual funds and ETFs.

CAIEX

CAIHX

CAIJX

Under normal circumstances, the fund will gain exposure to equity securities, rate assets, spread assets and inflation-hedging assets by investing in affiliated and unaffiliated funds. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund's net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio, two mutual funds managed by the Investment Manager through which the advisor expects to gain the desired amount of leverage regarding each of the asset categories.

CARHX

The investment seeks capital appreciation and current income.  Under normal circumstances, the fund will gain exposure to equity securities, rate assets, spread assets and inflation-hedging assets by investing in affiliated and unaffiliated funds. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund&#39;s net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio, two mutual funds managed by the Investment Manager through which the advisor expects to gain the desired amount of leverage regarding each of the asset categories.

CARMX

CARQX

CARUX

CARVX

The investment seeks capital appreciation.  The fund pursues its investment objective by allocating the fund&#39;s assets among different asset managers that collectively use various investment styles and strategies, including, for example, fundamental (bottom-up), macroeconomic (top-down), and/or quantitative methods or models, across different markets. It may invest in foreign and domestic equity securities, and debt instruments, as well as derivative instruments, and exchange-traded funds (ETFs) and other investment companies.

CDAZX

Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

CLMVX

The mutual fund primarily focuses on investing in equity securities of foreign companies with market capitalizations over $1 billion, typically across at least three countries excluding the United States, and may also include investments in emerging markets through various instruments like closed-end investment companies and depositary receipts.

COSYX

Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.

COSZX

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that comprise the FTSE USBIG Treasury Index (the index). The index is an unmanaged index composed of U.S. Treasury notes and bonds with remaining maturities of at least one year and outstanding principal of at least $5 billion and which are included in the FTSE U.S. Broad Investment-Grade Bond Index.

IUTIX

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and California individual income tax.

NCMAX

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that pay interest exempt from U.S. federal income tax (but not necessarily the federal alternative minimum tax). It generally invests in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The fund’s portfolio duration normally ranges from one to four years.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CAIDX	Columbia Adaptive Retirement 2025 Fund	Target Retirement Date	Apr 3, 2018	0.39%	—	—	—
CAIEX	Columbia Adaptive Retirement 2035 Fund	Target Retirement Date	Apr 3, 2018	0.39%	—	—	—
CAIHX	Columbia Adaptive Retirement 2045 Fund	Target Retirement Date	Apr 3, 2018	0.39%	—	—	—
CAIJX	Columbia Adaptive Retirement 2055 Fund	Target Retirement Date	Apr 3, 2018	0.39%	—	—	—
CARHX	Columbia Adaptive Retirement 2020 Fund	Target Retirement Date	Oct 23, 2017	0.39%	—	—	—
CARMX	Columbia Adaptive Retirement 2030 Fund	Target Retirement Date	Oct 23, 2017	0.39%	—	—	—
CARQX	Columbia Adaptive Retirement 2040 Fund	Target Retirement Date	Oct 23, 2017	0.39%	—	—	—
CARUX	Columbia Adaptive Retirement 2050 Fund	Target Retirement Date	Oct 23, 2017	0.39%	—	—	—
CARVX	Columbia Adaptive Retirement 2060 Fund	Target Retirement Date	Oct 23, 2017	0.39%	—	—	—
CDAZX	Multi-Manager Directional Alternative Strategies F...	Long-Short	Jan 2, 2017	1.84%	6.50%	—	1.48%
CLMVX	Columbia Mortgage Opportunities Fund	Nontraditional Bonds	Apr 29, 2014	0.70%	-2.31%	3.07%	6.76%
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Foreign Large Cap Equities	Jul 1, 2015	0.77%	4.27%	—	3.94%
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	Mar 30, 2008	0.90%	4.16%	5.12%	3.81%
IUTIX	Columbia U.S. Treasury Index Fund	Government Bonds	Jun 3, 1991	0.16%	-2.15%	0.64%	2.98%
NCMAX	Columbia California Intermediate Municipal Bond Fu...	Municipal Bonds	Aug 18, 2002	0.47%	-0.22%	1.93%	2.69%
NSMIX	Columbia Short Term Municipal Bond Fund	Municipal Bonds	Oct 6, 1993	0.39%	0.27%	1.04%	2.44%

Columbia Mutual Funds List

Risk vs. Return Scatterplot