Class |
Ticker Symbol |
A |
CREAX |
Advisor (Class Adv) |
CRERX |
Institutional (Class Inst) |
CREEX |
Institutional 2 (Class Inst2) |
CRRVX |
Institutional 3 (Class Inst3) |
CREYX |
S (a) |
— |
Shareholder Fees (fees paid directly from your
investment) | ||
|
Class A |
Classes Adv, Inst, Inst2, Inst3,
and S |
Maximum sales charge (load) imposed on purchases (as a % of offering
price) |
5.75 % |
None |
Maximum deferred sales charge (load) imposed on redemptions (as a % of the lower of the original purchase
price or current net asset value) |
1.00
%(a) |
None |
Annual Fund Operating Expenses (expenses that you pay each year as
a percentage of the value of your investment) | ||||||
|
Class A |
Class Adv |
Class Inst |
Class Inst2 |
Class Inst3 |
Class S |
Management fees |
0.75 % |
0.75 % |
0.75 % |
0.75 % |
0.75 % |
0.75 % |
Distribution and/or service (12b-1) fees |
0.25 % |
0.00 % |
0.00 % |
0.00 % |
0.00 % |
0.00 % |
Other expenses(b) |
0.29 % |
0.29 % |
0.29 % |
0.19 % |
0.13 % |
0.29 % |
Total annual Fund operating expenses(c) |
1.29 % |
1.04 % |
1.04 % |
0.94 % |
0.88 % |
1.04 % |
Less: Fee waivers and/or expense reimbursements(d) |
(0.04 %) |
(0.04 %) |
(0.04 %) |
(0.03 %) |
(0.03 %) |
(0.04 %) |
Total annual Fund operating expenses after fee waivers and/or expense reimbursements |
1.25 % |
1.00 % |
1.00 % |
0.91 % |
0.85 % |
1.00 % |
|
1 year |
3 years |
5 years |
10 years |
Class A (whether or not shares are redeemed) |
$695 |
$957 |
$1,238 |
$2,039 |
Class Adv (whether or not shares are redeemed) |
$102 |
$327 |
$570 |
$1,267 |
Class Inst (whether or not shares are redeemed) |
$102 |
$327 |
$570 |
$1,267 |
Class Inst2 (whether or not shares are redeemed) |
$93 |
$297 |
$517 |
$1,152 |
Class Inst3 (whether or not shares are redeemed) |
$87 |
$278 |
$485 |
$1,082 |
Class S (whether or not shares are redeemed) |
$102 |
$327 |
$570 |
$1,267 |
Year by Year Total Return (%) as of December 31 Each Year* |
Best and Worst Quarterly Returns
During the Period Shown in the Bar Chart |
||
|
Best |
4th Quarter 2021 |
17.24% |
Worst |
1st Quarter 2020 |
-22.29% |
|
Share Class
Inception Date |
1 Year |
5 Years |
10 Years |
Class A |
11/01/2002 |
|
|
|
returns before taxes |
|
9.04% |
7.30% |
6.93% |
returns after taxes on distributions |
|
2.29% |
4.21% |
4.29% |
returns after taxes on distributions and sale of Fund shares |
|
9.59% |
5.32% |
5.01% |
Class Adv returns before taxes |
11/08/2012 |
16.09% |
8.87% |
7.84% |
Class Inst returns before taxes |
04/01/1994 |
15.99% |
8.85% |
7.84% |
Class Inst2 returns before taxes |
03/07/2011 |
16.10% |
8.98% |
7.97% |
Class Inst3 returns before taxes |
03/01/2017 |
16.09% |
9.04% |
7.97% |
FTSE Nareit Equity REITs Index (reflects no deductions for
fees, expenses or taxes) |
|
13.73% |
7.39% |
7.65% |
Portfolio Management |
Title |
Role with Fund |
Managed Fund Since |
Alban Lhonneur |
Portfolio Manager |
Co-Portfolio Manager |
July 2023 |
Daniel Winterbottom, CFA |
Portfolio Manager |
Co-Portfolio Manager |
July 2023 |
Online |
Regular Mail |
Express Mail |
By Telephone |
columbiathreadneedleus.com/investor/ |
Columbia Management Investment Services Corp.
P.O. Box 219104
Kansas City, MO 64121-9104 |
Columbia Management Investment Services Corp.
c/o SS&C GIDS, Inc.
430 W 7th Street, Suite 219104
Kansas City, MO 64105-1407 |
800.422.3737 |
Class |
Category of eligible
account |
For accounts other than
Systematic Investment
Plan accounts (as described in the Fund’s Prospectus) |
For Systematic Investment
Plan accounts |
Class A |
All accounts other than
IRAs |
$2,000 |
$100 |
IRAs |
$1,000 |
$100 | |
Classes Adv & Inst |
All eligible accounts |
$0, $1,000 or $2,000 depending
upon the category of eligible investor |
$100 |
Class Inst2 |
All eligible accounts |
None |
N/A |
Class Inst3 |
All eligible accounts |
$0, $1,000, $2,000 or $1 million depending upon
the category of eligible investor |
$100 (for certain eligible investors) |