Fund’s long-term performance earns four-star Overall Morningstar Rating; strategy continues to deliver strong returns through global innovation

Company Website: https://www.columbiathreadneedleus.com/
BOSTON -- (Business Wire)

Columbia Threadneedle Investments today announced that the Columbia Global Technology Growth Fund (CTCAX) is celebrating its 25-year anniversary. Since its inception in November 2000, the fund has delivered consistent long-term performance by investing in a globally diversified portfolio of technology companies that benefit from innovation, advancement, and disruption.

With more than $4.3 billion in total net assets, the fund seeks to capitalize on transformative innovation across the global tech landscape¹. Its 10-year annualized return of 22.27%² places it in the top quartile of the Morningstar Technology category, earning a four-star Overall Morningstar Rating (out of 245 peers).³

Managed by Rahul Narang, a veteran technology investor with over three decades of experience, the fund takes a balanced approach to investing in the sector, targeting both secular growth and attractive value opportunities. Leveraging the firm’s research capabilities, the strategy focuses on companies with sustainable competitive advantages, scalable business models, and exposure to disruptive global technology trends, regardless of market cap or geography.

“Over the past 25 years, we’ve seen technology evolve from a niche sector to the engine of global growth,” said Narang. “Our strategy is designed to identify companies that are not only driving innovation but are also built to last. We focus on quality, scalability, and long-term value creation, which are the principles that have guided our performance across market cycles.”

The fund’s investment framework targets moat-type businesses, secular growth themes like AI and cloud computing, and value opportunities, enabling a flexible yet disciplined approach to portfolio construction. This structure allows the fund to adapt to shifting market dynamics while maintaining a consistent focus on excess return generation.

Unlike many peers in the category, Columbia Global Technology Growth Fund offers global diversification⁴, with exposure to innovation hubs beyond the U.S. Combined with a low turnover rate of just 7%, the fund reflects a long-term investment philosophy that prioritizes cost efficiency and strategic conviction.

Morningstar Ratings and Rankings and Average Annual Total Returns
Category: Technology (as of September 30, 2025)

The fund’s expense ratio for the A share class is 1.17 Net and 1.17 Gross.
The fund’s expense ratio is from the most recent prospectus.

Morningstar Rankings are based on annualized total returns (1 being most favorable, 100 being least).
Morningstar Ratings are based on a Morningstar Risk-Adjusted Return measure.

^*Source: Columbia Management Investment Advisers, LLC

Performance data shown represents past performance and is not a guarantee of future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data shown. Please visit columbiathreadneedleus.com for performance data current to the most recent month-end.

All results shown assume reinvestment of distributions and do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares.

Net asset value (NAV) returns do not include sales charges or contingent deferred sales charges (CDSC). If they were included, returns would have been lower. Public offering price (POP) returns include the maximum initial sales charge of 5.75% for Class A shares.

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 2,300 people, including over 550 investment professionals based in North America, Europe and Asia, we manage and advise $714 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.⁵

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information, please visit columbiathreadneedleus.com.

Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor‘s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance data may be higher or lower than actual data quoted. For the most current month-end performance data, please call 888.800.4347.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit www.columbiathreadneedleus.com. Read the prospectus carefully before investing.

Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. The products of technology companies may be subject to severe competition and rapid obsolescence, and technology stocks may be subject to greater price fluctuations. Growth securities, at times, may not perform as well as value securities or the stock market in general and may be out of favor with investors. Foreign investments subject the fund to risks, including political, economic, market, social and others within a particular country, as well as to currency instabilities and less stringent financial and accounting standards generally applicable to U.S. issuers. Risks are enhanced for emerging market issuers. As a non-diversified fund, fewer investments could have a greater effect on performance.

Morningstar Percentile Rankings are based on the average annual total returns of the funds in the category for the periods stated. They do not include sales charges or redemption fees but do include operating expenses and the reinvestment of dividends and capital gains distributions. Share class rankings vary due to different expenses. If sales charges or redemption fees were included, total returns would be lower.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ used to rank the fund against other funds in the same category. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance, without any adjustments for loads (front-end, deferred, or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

©2025 Morningstar, Inc. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and /or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

© 2025 Columbia Threadneedle. All rights reserved.

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Contacts:

Meghan Shields
Meghan.Shields@columbiathreadneedle.com
617.451.0739

Source: Columbia Threadneedle Investments