Columbia Small Cap Value Discv A (CSMIX)

Min Initial Investment

1,000,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

1

Min Subsequent Investment

100

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Northwestern Mutual Inv Srvc, LLC
• Ausdal Financial Partners Inc
• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• UBS Financial Services Inc
• Protected Investors of America
• Comerica Bank
• E TRADE Financial
• H&R Block Financial Advisors Inc
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible
• Nationwide Retirement Innovator
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• DATALynx NTF
• DATALynx NAV
• Ameriprise Brokerage
• Federated TrustConnect NTF
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Ameriprise SPS Advantage
• Mony Securities Corp
• CommonWealth Core
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• FTJ FundChoice
• Robert W. Baird & Co.
• Bear Stearns Load-Waived NTF
• HSBC Brokerage (USA) Inc
• JPMorgan INVEST
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• EP Comm Small
• EP Comm Large
• EP Fee Large
• CitiStreet Framewor(k)
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade NTF
• Standard Retirement Services, Inc.
• Ameriprise Financial
• SB Fidelity Advisor 401(k)
• Prudential Retail
• Sun Life CPS
• Sun Life Recordkeeper Plus
• Principal Advantage
• American PlanPremier
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• ING 401(k) Adv
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• Northwestern Mutual Investment Services, Llc
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• ADP Access Tier 1
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• Investacorp NTF
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Vanguard Load
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• Smith Barney Portfolio Manager
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Fidelity Advisor 401(k) A Shares
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• NM WMC
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• ADP Access Tier 2
• Fidelity Advisor 401(k) M Shares
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Prudential Advisors Command
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 1
• ADP Advisor Access 3(21) Tier 2
• ADP Advisor Access Tier 1
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Institutional No Transaction Fee Funds
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Load-Waived Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
• Schwab Advisor Services Funds Available for Approved Inv Managers Only

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000® Value Index (the Capitalization Index), which ranged between $7 million and $13.3 billion that the fund’s investment manager believes are undervalued.