Columbia Small Cap Index A (NMSAX)

Min Initial Investment

2,000

Min Initial Investment, IRA

20

Min Initial Investment, AIP

1

Min Subsequent Investment

100

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Ausdal Financial Partners 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
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• DATALynx
• DATALynx NTF
• DATALynx NAV
• Ameriprise Brokerage
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• 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
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• JPMorgan INVEST
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade
• Scottrade TF
• Scottrade NTF
• Standard Retirement Services, Inc.
• Ameriprise Financial
• Diversified 401(k)
• Sun Life CPS
• Sun Life Recordkeeper Plus
• 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
• Morgan Stanley Select UMA
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• SB Pychx OFS A
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• Securities America Advisors Top Rated
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional 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
• 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
• Nationwide Retirement Flexible Advantage
• 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
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Existing Shareholders Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• 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 3
• ADP Advisor Access 3(38) Tier 1
• 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
• Schwab Advisor Services Transaction-Fee Funds
• Schwab (Non Transaction Fee)
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
• Schwab Advisor Services Index Funds

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.