Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund

C000032944 Fund Overview

Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund is a US mutual fund managed by Columbia Funds Series Trust I, categorised as Intermediate Municipal - National Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: Columbia Funds Series Trust I
• Category: Intermediate Municipal - National Bond
• Assets under management: $65.31M
• 1-year return: 1.6%
• SEC CIK: 0000773757
• SEC series ID: S000012087
• Share class ID: C000032944

C000032944 Investment Objective and Strategy

Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Columbia Funds Series Trust I.

Investment objective

Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund (the Fund) seeks as high a level of current interest income exempt from federal income tax and, to the extent possible, from Massachusetts individual income tax, as is consistent with relative stability of principal.

Principal investment strategy

Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and Massachusetts individual income tax. These securities are issued by or on behalf of the Commonwealth of Massachusetts and its political subdivisions, agencies, authorities and instrumentalities, by other qualified issuers and by funds that invest in such securities. Qualified issuers include issuers located in U.S. territories, commonwealths and possessions, such as Guam, Puerto Rico and the U.S. Virgin Islands. The Fund may invest up to 20% of its net assets in securities that pay interest subject to taxation. The Fund will not invest in securities that pay interest subject to the federal AMT.

The Fund normally invests at least 80% of its total assets in municipal securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The Fund may invest up to 10% of its total assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as high-yield investments or junk bonds). While the Fund may invest in securities of any maturity, under normal circumstances, the Funds dollar-weighted average maturity will be between three and ten years. The Fund is non-diversified, which means that it can invest a greater percentage of its assets in the securities of fewer issuers than can a diversified fund.

C000032944 Holdings

Top 10 holdings of Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

View all C000032944 holdings

C000032944 Portfolio Allocation

Asset-class allocation of Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

C000032944 Performance

Total returns for C000032944 (as of 2026-10-01), from SEC filings.

C000032944 Risk Information

Risk metrics for C000032944, derived from monthly returns in SEC filings.

• 1-year volatility (annualised): 5.0%

C000032944 Costs and Fees

C000032944 costs about $126 per $10,000 invested per year in fund expenses.

• Net expense ratio: 1.26%
• Gross expense ratio: 1.38%
• Portfolio turnover: 13%
• Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

C000032944 Cashflows

Over the 12 months to 2026-07, Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund had net outflows of $4.65M, from monthly SEC N-PORT filings.

C000032944 Debt Constituents

Largest debt holdings of Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

C000032944 Prospectus and SEC Filings

Official Columbia AMT-Free Massachusetts Intermediate Muni Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2026-02-26
• Prospectus (485BPOS) — filed 2025-02-26
• Prospectus (485BPOS) — filed 2024-02-26
• Portfolio holdings (N-PORT) — filed 2026-09-28
• Portfolio holdings (N-PORT) — filed 2026-06-25
• Portfolio holdings (N-PORT) — filed 2026-03-27
• Annual census (N-CEN) — filed 2026-01-09
• Annual census (N-CEN) — filed 2025-01-10

Related Funds

Other Intermediate Municipal - National Bond funds tracked on ABC INVEST:

• Vanguard Tax-Exempt Bond Index Fund (VTEAX)
• Fidelity Intermediate Municipal Income Fund (FLTMX)
• JPMorgan Municipal ETF (JMUB)
• Capital Group Municipal Income ETF (CGMU)
• Diversified Municipal Portfolio (AIDAX)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.