Morningstar

Columbia Strategic California Municipal Income Fund Class C CCAOX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks total return, with a focus on income exempt from federal income tax and California individual income tax and capital appreciation. The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and California individual income tax.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CCAZX	Columbia Strategic California Municipal Income Fund Institutional Class	Institutional	Open			Sep 19, 2005	$88.26M	0.540%	Average	$2,000	$12.17M
CCAUX	Columbia Strategic California Municipal Income Fund Institutional 2 Class	Institutional	Open			Mar 1, 2016	$1.96M	0.510%	Below Average	$0	$49,650.12
CCXYX	Columbia Strategic California Municipal Income Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$13.35M	0.480%	Below Average	$1M	−$362,433.06
CLMPX	Columbia Strategic California Municipal Income Fund Class A	Front Load	Open			Jun 16, 1986	$171.52M	0.740%	Below Average	$2,000	−$23.67M
CCAOX	Columbia Strategic California Municipal Income Fund Class C	Level Load	Open			Aug 1, 1997	$7.76M	1.240%	Low	$2,000	−$3.13M

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