Form 497K Columbia Funds Series
Supplement dated August 16, 2022
to the Prospectus and Summary Prospectuses of each of the
following funds (each, a Fund, and collectively, the
Funds):
Fund | Prospectus and Summary Prospectuses Dated |
Columbia Funds Series Trust | |
Columbia Capital Allocation Moderate Aggressive Portfolio | 6/1/2022 |
Columbia Capital Allocation Moderate Conservative Portfolio | 6/1/2022 |
Columbia Funds Series Trust II | |
Columbia Capital Allocation Aggressive Portfolio | 6/1/2022 |
Columbia Capital Allocation Conservative Portfolio | 6/1/2022 |
Columbia Capital Allocation Moderate Portfolio | 6/1/2022 |
The portfolio manager information
under the heading “Fund Management” in the “Summary of the Fund” section of each Summary Prospectus and the Prospectus, is hereby superseded and replaced with the following:
Portfolio Management | Title | Role with Fund | Managed Fund Since | ||||
For
Conservative Portfolio, Moderate Portfolio and Aggressive Portfolio |
For
Moderate Conservative Portfolio and Moderate Aggressive Portfolio | ||||||
Anwiti Bahuguna, Ph.D. | Senior Portfolio Manager and Head of Multi Asset Strategy | Lead Portfolio Manager | 2010 | 2009 | |||
Dan Boncarosky, CFA | Senior Portfolio Manager | Portfolio Manager | 2017 | 2017 | |||
Thomas Nakamura | Portfolio Manager | Portfolio Manager | August 2022 | August 2022 |
The rest of the section
remains the same.
The portfolio manager information
under the heading “Primary Service Provider Contracts - Portfolio Managers” in the “More Information About the Fund” section of the Prospectus, is hereby superseded and replaced with the following:
Portfolio Managers
Information about the portfolio managers primarily responsible
for overseeing the Fund’s investments is shown below. The SAI provides additional information about the portfolio managers, including information relating to compensation, other accounts managed by the portfolio managers, and ownership by the
portfolio managers of Fund shares.
Portfolio Management | Title | Role with Fund | Managed Fund Since | ||||
For
Conservative Portfolio, Moderate Portfolio and Aggressive Portfolio |
For
Moderate Conservative Portfolio and Moderate Aggressive Portfolio | ||||||
Anwiti Bahuguna, Ph.D. | Senior Portfolio Manager and Head of Multi Asset Strategy | Lead Portfolio Manager | 2010 | 2009 | |||
Dan Boncarosky, CFA | Senior Portfolio Manager | Portfolio Manager | 2017 | 2017 | |||
Thomas Nakamura | Portfolio Manager | Portfolio Manager | August 2022 | August 2022 |
Dr. Bahuguna joined one of the Columbia Management legacy firms or acquired business lines in 2002. Dr. Bahuguna began her investment career in 1998 and earned a B.S. from St. Stephen’s College, Delhi University and a Ph.D. in
economics from Northeastern University.
Mr.
Boncarosky joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Boncarosky began his investment career in 2008 and earned a B.S. from Leonard N. Stern School of Business at New
York University.
SUP124_01_008_(8/22)
Mr. Nakamura joined the
Investment Manager in 2018. Prior to joining the Investment Manager, he was a research analyst for Fisher Investments. Mr. Nakamura began his investment career in 2011 and earned a B.A. in Economics with a minor in Statistics from Swarthmore
College.
The rest of the section remains the
same.
Shareholders should retain this Supplement for
future reference.
2
SUP124_01_008_(8/22)
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