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Columbia Threadneedle: Get back in the fixed income game.

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Mon, Nov 13, 2023 04:30 PM

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You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. [Advertisement] [Columbia Threadneedle Investments Logo]( [Time to get back into the game] A strategy to help clients diversify their lineup Market volatility continues to bench investors and deter them from their long-term goals. But with the right strategy, you can help your clients get back in the game. Columbia Limited Duration Credit Fund is driven by a research-fueled game plan to target stability in volatile markets. With its focus on corporate bonds, it offers diversification to a client’s short-term lineup. [Diversify lineup]( Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients. To find out more, call [800.426.3750]( or visit [columbiathreadneedle.com](. Past performance is not a guarantee of future results. Carefully consider the fund's investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the fund's prospectus, which may be obtained by calling 800.426.3750 or by visiting the fund's website www.columbiathreadneedleus.com/ to view or download a prospectus. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Market risk may affect a single issuer, sector of the economy, industry or the market as a whole fixed-income securities present issuer default risk. 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. Non-investment-grade securities (high-yield or junk bonds) are volatile and carry more risk to principal and income than investment-grade securities. Prepayment and extension risk exists because the timing of payments on a loan, bond or other investment may accelerate when interest rates fall or decelerate when interest rates rise which may reduce investment opportunities and potential returns. As a non-diversified fund, fewer investments could have a greater effect on performance. 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. Market or other (e.g., interest rate) environments may adversely affect the liquidity of fund investments, negatively impacting their price. Generally, the less liquid the market at the time the fund sells a holding, the greater the risk of loss or decline of value to the fund. Investing in derivatives is a specialized activity that involves special risks that subject the fund to significant loss potential, including when used as leverage, and may result in greater fluctuation in fund value. ©2023 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. 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 RatingTM 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 Morningstar ratings for the overall, three-, five- and ten-year periods for Inst-share are 4 stars, 3 stars, 4 stars and 4 stars among 523, 523, 482 and 348 Short-Term Bond funds, respectively, and are based on a Morningstar Risk-Adjusted Return measure. 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. Columbia Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC. This is a commercial message. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. For broker/dealer or institutional use only. Columbia Threadneedle Investments 290 Congress Street Boston, MA 02210 [columbiathreadneedle.com](%%=RedirectTo(Concat('?utm_source=eloqua&utm_medium=email&utm_campaign=advertising&utm_content=49536&', @CID))=%%&elqTrack=true) [800.426.3750]( [Products]( | [Insights]( | [Resources]( | [About Us]( | [Help]( | [Privacy]( | © 2023 Columbia Management Investment Advisers, LLC. All rights reserved. CTEMDYJ (10/23) 6081427 [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2023 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602

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