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Three Columbia Funds Recognized with Lipper Fund Awards


Winning Funds Across Asset Classes Honored for Consistent Performance and Risk-Adjusted Approach

Three Columbia funds have received 2019 Lipper Fund Awards as high-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2018:

  • Columbia Dividend Income Fund, I3
    Equity Income Funds (118 funds1) – 5 years
  • Columbia Global Technology Growth Fund, I2
    Science & Technology Funds (37 funds1) – 5 years
  • Columbia AMT-Free New York Intermediate Muni Bond Fund, I
    New York Intermediate Municipal Debt Funds (11 funds1) – 5 years

The U.S. Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five-, and 10-year performance, relative to their peers, based on Lipper’s quantitative, performance-based methodology.2

The three funds recognized underscore the firm’s competitive product set in asset classes such as equities and tax-exempt fixed income. In the past two years, Columbia Threadneedle has earned over 40 Lipper Fund Awards in the U.S., UK, Germany, Austria, France, Netherlands, the Nordic countries and Hong Kong as a result of its consistent approach to active management.

“We’re proud to have multiple funds recognized by Lipper once again as it demonstrates our team’s focus on delivering consistently competitive, risk-adjusted performance,” said Colin Moore, Global Chief Investment Officer at Columbia Threadneedle Investments. “Our portfolio managers benefit from our broad fundamental and quantitative research capabilities, and our collaborative culture ensures that investment insight and perspective are shared throughout the firm.”

Past performance does not guarantee future results.

About Columbia Threadneedle Investments:
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $431 billion3 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. (AMP). For more information, please visit columbiathreadneedle.com/us. Follow us on Twitter.

Past performance does not guarantee future results.

1 Within the respective Lipper classification.

2 The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award.

3 As of December 31, 2018. Includes all assets managed by entities in the Columbia and Threadneedle group of companies.

The Lipper Fund Awards are sponsored by Refinitiv, formerly the Financial and Risk business of Thomson Reuters, and celebrate exceptional performance throughout the professional investment community. The Lipper Fund Awards recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. For more information, please contact enquiries.awards@refinitiv.com or visit https://www.lipperfundawards.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.

Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Value securities may be unprofitable if the market fails to recognize their intrinsic worth or the portfolio manager misgauged that worth. Investments in a limited number of companies subject the fund to greater risk of loss. 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. 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.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by, any financial institution and involve investment risks, including possible loss of principal and fluctuation in value.

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

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