Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced Fund Columbia Variable Portfolio – Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Fund Columbia Variable Portfolio – Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – Mid Cap Growth Fund Columbia Variable Portfolio – Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; : Columbia Variable Portfolio – Asset Allocation Fund Columbia Balanced Fund Columbia Variable Portfolio – Commodity Strategy California Tax-Exempt Fund Columbia Variable Portfolio – Core Equity Common Stock Fund Columbia Variable Portfolio – Disciplined Core Connecticut Intermediate Municipal Bond Fund Columbia Variable Portfolio—Connecticut Tax-Exempt Fund Columbia Conservative High-Yield Fund Columbia Core Bond Fund Columbia Disciplined Value Fund Columbia Dividend Income Fund Columbia Federal Securities Fund Columbia Greater China Fund Columbia Growth Stock Fund Columbia High Yield Municipal Fund Columbia High Yield Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Income Fund Columbia Variable Portfolio – Emerging Markets Fund Columbia Variable Portfolio – Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Fund Columbia Variable Portfolio – Intermediate Municipal Bond Fund Columbia International Stock Fund Columbia Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Liberty Fund Columbia Variable Portfolio – Limited Duration Credit Massachusetts Intermediate Municipal Bond Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Massachusetts Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Fund Columbia Variable Portfolio – Mid Cap Value New Jersey Intermediate Municipal Bond Fund Columbia Variable Portfolio – Select International New York Intermediate Municipal Bond Fund Columbia New York Tax-Exempt Fund Columbia Oregon Intermediate Municipal Bond Fund Columbia Real Estate Equity Fund Columbia Variable Portfolio – Select Large - Rhode Island Intermediate Municipal Bond Columbia Small Cap Value Core Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners I Columbia Small Cap Value Fund Variable Portfolio – Pyramis® International I Columbia Small Company Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Columbia Strategic Income Fund Variable Portfolio – TCW Core Plus Bond Columbia Strategic Investor Fund Variable Portfolio – Victory Sycamore Established Value Columbia Tax-Exempt Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Columbia Tax-Exempt Insured Fund Variable Portfolio – Westfield Mid Cap Columbia Tax-Managed Growth Fund Columbia Technology Fund Columbia U.S. Treasury Index Fund Columbia Utilities Fund Columbia World Equity Fund Columbia Young Investor Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions resolution of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.:
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Trust Ix)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Cash Management Fund Columbia Variable Portfolio - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—- Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – - Intermediate Bond Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – - Large Core Quantitative Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia Variable Portfolio – - Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – - U.S. Equities Fund Columbia Variable Portfolio – - U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - American Century Diversified Bond Fund Variable Portfolio – - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – - Conservative Portfolio Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Holland Large Cap Growth Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital - MFS Value Fund Variable Portfolio - Moderate Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value - Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – - Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Cash Management Fund Columbia Variable Portfolio - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond - International Opportunity Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – - Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – - Short Duration U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – - American Century Growth Fund Variable Portfolio - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio - Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Invesco International Growth Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx - Xxxxxxx Growth Fund Variable Portfolio – Los Angeles Capital - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - PIMCO Mortgage-Backed Securities Fund Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value - Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – - Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Value Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Money Market Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of January 28, 2015.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced Absolute Return Currency and Income Fund Columbia Variable Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia Active Portfolios—Diversified Equity Income Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Diversified Bond Fund Columbia Variable Portfolio – Disciplined Core Diversified Equity Income Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Equity Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Builder Moderate Aggressive Fund Columbia Variable Portfolio – Builder Moderate Conservative Fund Columbia Recovery and Infrastructure Fund Columbia Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of December 12, 2012.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios® Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Value Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Money Market Fund Columbia Variable Portfolio – Mortgage Opportunities Fund Columbia Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Strategic Municipal Income Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of June 14, 2016.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Equity Value Fund Columbia Variable Portfolio – European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Money Market Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of June 17, 2014.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced 120/20 Contrarian Equity Fund Columbia Variable Portfolio – Commodity Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Variable Portfolio – Core Equity Absolute Return Multi-Strategy Fund Columbia Variable Portfolio – Disciplined Core AMT-Free Tax-Exempt Bond Fund Columbia Variable Portfolio—Asia Pacific ex-Japan Fund Columbia Diversified Bond Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Equity Value Fund Columbia European Equity Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Extended Alpha Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Global Equity Fund Columbia Variable Portfolio – Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – Large Growth Quantitative Fund Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Builder Aggressive Fund Columbia Variable Portfolio – Builder Conservative Fund Columbia Portfolio Builder Moderate Aggressive Fund Columbia Portfolio Builder Moderate Conservative Fund Columbia Portfolio Builder Moderate Fund Columbia Recovery and Infrastructure Fund Columbia Retirement Plus 2010 Fund Columbia Retirement Plus 2015 Fund Columbia Retirement Plus 2020 Fund Columbia Retirement Plus 2025 Fund Columbia Retirement Plus 2030 Fund Columbia Retirement Plus 2035 Fund Columbia Retirement Plus 2040 Fund Columbia Retirement Plus 2045 Fund Columbia Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – Strategic Allocation Fund Columbia U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Riversource Series Trust)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Portfolio—Balanced Fund Columbia Variable Portfolio – Portfolio—Cash Management Fund Columbia Variable Portfolio—Commodity Strategy Fund Columbia Variable Portfolio – Portfolio—Core Equity Fund Columbia Variable Portfolio – Disciplined Core Portfolio—Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Portfolio—Emerging Markets Bond Fund Columbia Variable Portfolio – Portfolio—Emerging Markets Fund Columbia Variable Portfolio – Portfolio—Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – Portfolio—High Yield Bond Fund Columbia Variable Portfolio – Portfolio—Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Portfolio—International Opportunity Fund Columbia Variable Portfolio – Portfolio—Large Cap Growth Fund Columbia Variable Portfolio – Portfolio—Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – Portfolio—Limited Duration Credit Fund Columbia Variable Portfolio – Portfolio—Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – Portfolio—Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Portfolio—Mid Cap Value Opportunity Fund Columbia Variable Portfolio—S&P 500 Index Fund Columbia Variable Portfolio—Select Large—Cap Value Fund Columbia Variable Portfolio – Portfolio—Select International Equity Fund Columbia Variable Portfolio – Select Large - Smaller—Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Portfolio—Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – Portfolio—U.S. Government Mortgage Fund Variable Portfolio – Portfolio—Aggressive Portfolio Variable Portfolio—Conservative Portfolio – Variable Portfolio—Moderately Aggressive Portfolio Variable Portfolio—Moderately Conservative Portfolio Variable Portfolio—Moderate Portfolio Variable Portfolio—American Century Diversified Bond Fund Variable Portfolio – Portfolio—BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Portfolio—Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Portfolio—Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – Portfolio—DFA International Value Fund Variable Portfolio – Portfolio—Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – Portfolio—Holland Large Cap Growth Fund Variable Portfolio—Invesco International Growth Fund Variable Portfolio—Xxxxxxxx Mid Cap Growth Fund Variable Portfolio—X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Portfolio—MFS Value Fund Variable Portfolio—Mondrian International Small Cap Fund Variable Portfolio—Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio—NFJ Dividend Value Fund Variable Portfolio—Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Portfolio—Partners Small Cap Value Fund Variable Portfolio – Portfolio—Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Portfolio—Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Portfolio—Victory Sycamore Established Value Fund Variable Portfolio – Portfolio—Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced Fund Columbia Variable Portfolio – Commodity Strategy Cash Management Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Portfolio – Diversified Equity Income Fund Columbia Variable Portfolio – Dynamic Equity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Inflation Protected Securities Fund Columbia Variable Portfolio – Global Technology Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond International Opportunity Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity S&P 500 Index Fund Columbia Variable Portfolio – Select Large - – Cap Value Fund Columbia Variable Portfolio – Select Smaller - – Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – Short Duration U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – Conservative Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Moderate Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate American Century Growth Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – Xxxxx New York Venture Fund Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – Xxxxxxx Sachs Mid Cap Value Fund Variable Portfolio – Invesco International Growth Fund Variable Portfolio – Xxxxxxxx Mid Cap Growth Fund Variable Portfolio – Xxxxxxx Growth Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® MFS Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Mondrian International Small Cap Fund Variable Portfolio – Xxxxxx Xxxxxxx Advantage Global Real Estate Fund Variable Portfolio – Xxxxxxxxxxx International Growth NFJ Dividend Value Fund Variable Portfolio – Partners Core Bond Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – PIMCO Mortgage-Backed Securities Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond - International Opportunity Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – - Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – - Short Duration U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – - American Century Growth Fund Variable Portfolio - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio - Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Invesco International Growth Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx - Xxxxxxx Growth Fund Variable Portfolio – Los Angeles Capital - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - PIMCO Mortgage-Backed Securities Fund Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value - Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – - Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Value Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Money Market Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 14, 2015.
Appears in 1 contract
Samples: Amendment No. 13 to the Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market - Global Inflation Protected Securities Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond - International Opportunity Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – - Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – - Short Duration U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities - American Century Growth Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio - Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – - Xxxxx New York Venture Fund Variable Portfolio - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Xxxxxxx Sachs Mid Cap Value Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx - Xxxxxxx Growth Fund Variable Portfolio – Los Angeles Capital - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - PIMCO Mortgage-Backed Securities Fund Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Equity Value Fund Columbia Variable Portfolio – European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Value Opportunity Fund Columbia Variable Portfolio – Mid Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of December 11, 2013.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios® Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Value Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Fund IV Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Money Market Fund Columbia Variable Portfolio – Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Strategic Municipal Income Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 19, 2016.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – - Disciplined Core Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – - Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – - Intermediate Bond Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia Variable Portfolio – - Mid Cap Value Fund Columbia Variable Portfolio – - Select International Equity Fund Columbia Variable Portfolio – - Select Large - Large—Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Smaller—Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – - U.S. Equities Fund Columbia Variable Portfolio – - U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - American Century Diversified Bond Fund Variable Portfolio – - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – - CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – - Conservative Portfolio Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - X.X. Xxxxxx Core Bond Fund Variable Portfolio – - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – - MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Portfolio - MFS Value Fund Variable Portfolio – - Moderate Portfolio Variable Portfolio – - Moderately Aggressive Portfolio Variable Portfolio – - Moderately Conservative Portfolio Variable Portfolio – - Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio - Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - Pyramis® International Equity Fund Variable Portfolio – - X. Xxxx Price Large Cap Value Fund Variable Portfolio – - TCW Core Plus Bond Fund Variable Portfolio – - Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Cash Management Fund Columbia Variable Portfolio - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond - International Opportunity Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – - Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – - U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – - American Century Growth Fund Variable Portfolio - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio - Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Holland Large Cap Growth Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth - MFS Value Fund Variable Portfolio – Los Angeles Capital - Mondrian International Small Cap Fund Variable Portfolio - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - PIMCO Mortgage-Backed Securities Fund Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value - Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – - Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Fund Columbia Variable Portfolio – Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Money Market Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of September 15, 2014.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced Fund Columbia Variable Portfolio – Commodity Strategy Cash Management Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Portfolio – Diversified Equity Income Fund Columbia Variable Portfolio – Dynamic Equity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Inflation Protected Securities Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond International Opportunity Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Variable Portfolio – Select International Equity S&P 500 Index Fund Columbia Variable Portfolio – Select Large - – Cap Value Fund Columbia Variable Portfolio – Select Smaller - – Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – Short Duration U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – Conservative Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Moderate Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate American Century Growth Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – Xxxxx New York Venture Fund Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – Xxxxxxx Sachs Mid Cap Value Fund Variable Portfolio – Invesco International Growth Fund Variable Portfolio – Xxxxxxxx Mid Cap Growth Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Xxxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® MFS Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Mondrian International Small Cap Fund Variable Portfolio – Xxxxxx Xxxxxxx Advantage Global Real Estate Fund Variable Portfolio – Xxxxxxxxxxx International Growth NFJ Dividend Value Fund Variable Portfolio – Partners Core Bond Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – PIMCO Mortgage-Backed Securities Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios® Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Mortgage Opportunities Fund Columbia Variable Portfolio – Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Strategic Municipal Income Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of November 14, 2016.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Diversified Equity Income Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Equity Value Fund Columbia Variable Portfolio – European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Value Opportunity Fund Columbia Variable Portfolio – Mid Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 11, 2014.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Disciplined Asset Allocation Portfolios - Aggressive Disciplined Asset Allocation Portfolios - Conservative Disciplined Asset Allocation Portfolios - Moderate Disciplined Asset Allocation Portfolios - Moderately Aggressive Disciplined Asset Allocation Portfolios - Moderately Conservative RiverSource Variable Portfolio – - Balanced Fund Columbia RiverSource Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia RiverSource Variable Portfolio – - Core Equity Fund Columbia RiverSource Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia RiverSource Variable Portfolio – Emerging Markets Bond - Diversified Equity Income Fund Columbia RiverSource Variable Portfolio – Emerging Markets - Dynamic Equity Fund Columbia RiverSource Variable Portfolio – - Global Bond Fund Columbia RiverSource Variable Portfolio – Government Money Market - Global Inflation Protected Securities Fund Columbia RiverSource Variable Portfolio – - High Yield Bond Fund Columbia RiverSource Variable Portfolio – - Income Opportunities Fund Columbia RiverSource Variable Portfolio – Intermediate - Limited Duration Bond Fund Columbia RiverSource Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia RiverSource Variable Portfolio – - Mid Cap Value Fund Columbia RiverSource Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia RiverSource Variable Portfolio – Select Large - Short Duration U.S. Government Fund RiverSource Variable Portfolio - Strategic Income Fund Xxxxxxxx Variable Portfolio - Growth Fund Xxxxxxxx Variable Portfolio - Larger - Cap Value Fund Columbia Xxxxxxxx Variable Portfolio – Select - Smaller - Cap Value Fund Columbia Threadneedle Variable Portfolio – Xxxxxxxx Global Technology - Emerging Markets Fund Columbia Threadneedle Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage - International Opportunity Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - AllianceBernstein International Value Fund Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities - American Century Growth Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value - Columbia Xxxxxx U.S. Equities Fund Variable Portfolio – - Xxxxx New York Venture Fund* Variable Portfolio - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Xxxxxxx Sachs Mid Cap Value Fund* Variable Portfolio - Invesco International Growth Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - Xxxxxxx Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® - MFS Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage - Mondrian International Small Cap Fund Variable Portfolio – Xxxxxxxxxxx International Growth - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio – Partners Core Bond - NFJ Dividend Value Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund* Variable Portfolio - PIMCO Mortgage-Backed Securities Fund Variable Portfolio – Pyramis® - Pyramis(R) International Equity Fund Variable Portfolio – X. Xxxx Price - UBS Large Cap Value Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund * Name change effective May 1, 2010. Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 6, 2010. [The remainder of this page intentionally left blank.]
Appears in 1 contract
Samples: Agreement and Declaration of Trust (RiverSource Variable Series Trust)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced : Active Portfolios Multi-Manager Value Fund Columbia Variable Absolute Return Currency and Income Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Government Money Market Global Equity Value Fund Columbia Variable Portfolio – Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Fund IV Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Money Market Fund Columbia Variable Portfolio – Mortgage Opportunities Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of December 15, 2015.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Disciplined Asset Allocation Portfolios - Aggressive Disciplined Asset Allocation Portfolios - Conservative Disciplined Asset Allocation Portfolios - Moderate Disciplined Asset Allocation Portfolios - Moderately Aggressive Disciplined Asset Allocation Portfolios - Moderately Conservative RiverSource Variable Portfolio – - Balanced Fund Columbia RiverSource Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia RiverSource Variable Portfolio – - Core Equity Fund Columbia RiverSource Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia RiverSource Variable Portfolio – Emerging Markets Bond - Diversified Equity Income Fund Columbia RiverSource Variable Portfolio – Emerging Markets - Dynamic Equity Fund Columbia RiverSource Variable Portfolio – - Global Bond Fund Columbia RiverSource Variable Portfolio – Government Money Market - Global Inflation Protected Securities Fund Columbia RiverSource Variable Portfolio – - High Yield Bond Fund Columbia RiverSource Variable Portfolio – - Income Opportunities Fund Columbia RiverSource Variable Portfolio – Intermediate - Limited Duration Bond Fund Columbia RiverSource Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia RiverSource Variable Portfolio – - Mid Cap Value Fund Columbia RiverSource Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia RiverSource Variable Portfolio – Select Large - Short Duration U.S. Government Fund RiverSource Variable Portfolio - Strategic Income Fund Xxxxxxxx Variable Portfolio - Growth Fund Xxxxxxxx Variable Portfolio - Larger - Cap Value Fund Columbia Xxxxxxxx Variable Portfolio – Select - Smaller - Cap Value Fund Columbia Threadneedle Variable Portfolio – Xxxxxxxx Global Technology - Emerging Markets Fund Columbia Threadneedle Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage - International Opportunity Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - Conservative Portfolio Variable Portfolio - Moderately Aggressive Portfolio Variable Portfolio - Moderately Conservative Portfolio Variable Portfolio - Moderate Portfolio Variable Portfolio - AllianceBernstein International Value Fund Variable Portfolio - American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities - American Century Growth Fund Variable Portfolio – CenterSquare Real Estate Fund - Xxxxx New York Venture Fund* Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - Xxxxxxx Sachs Mid Cap Value Fund* Variable Portfolio - Invesco International Growth Fund Variable Portfolio - International Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio - Xxxxxxx Growth Fund Variable Portfolio - X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® - MFS Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage - Mondrian International Small Cap Fund Variable Portfolio – Xxxxxxxxxxx International Growth - Xxxxxx Xxxxxxx Global Real Estate Fund Variable Portfolio – Partners Core Bond - NFJ Dividend Value Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund* Variable Portfolio - PIMCO Mortgage-Backed Securities Fund Variable Portfolio – Pyramis® - Pyramis(R) International Equity Fund Variable Portfolio – X. Xxxx Price - UBS Large Cap Value Growth Fund Variable Portfolio – TCW Core Plus Bond - U.S. Equity Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund * Name change effective May 1, 2010. Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of January 14, 2010. [The remainder of this page intentionally left blank.]
Appears in 1 contract
Samples: Amendment No. 4 to the Agreement and Declaration of Trust (RiverSource Variable Series Trust)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – - Disciplined Core Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – - Intermediate Bond Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia Variable Portfolio – - Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – - U.S. Equities Fund Columbia Variable Portfolio – - U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - American Century Diversified Bond Fund Variable Portfolio – - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – - CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – - Conservative Portfolio Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - X.X. Xxxxxx Core Bond Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – - MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Portfolio - MFS Value Fund Variable Portfolio – - Moderate Portfolio Variable Portfolio – - Moderately Aggressive Portfolio Variable Portfolio – - Moderately Conservative Portfolio Variable Portfolio – - Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen Xxxxxxx Large Cap Growth Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced 120/20 Contrarian Equity Fund Columbia Variable Portfolio – Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Diversified Bond Fund Columbia Variable Portfolio – Disciplined Core Diversified Equity Income Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Extended Alpha Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Global Equity Fund Columbia Variable Portfolio – Large Cap Index Core Quantitative Fund Columbia Variable Portfolio – Large Growth Quantitative Fund Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Builder Aggressive Fund Columbia Variable Portfolio – Builder Conservative Fund Columbia Portfolio Builder Moderate Aggressive Fund Columbia Portfolio Builder Moderate Conservative Fund Columbia Portfolio Builder Moderate Fund Columbia Recovery and Infrastructure Fund Columbia Retirement Plus 2010 Fund Columbia Retirement Plus 2015 Fund Columbia Retirement Plus 2020 Fund Columbia Retirement Plus 2025 Fund Columbia Retirement Plus 2030 Fund Columbia Retirement Plus 2035 Fund Columbia Retirement Plus 2040 Fund Columbia Retirement Plus 2045 Fund Columbia Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – Strategic Allocation Fund Columbia U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 14, 2011.
Appears in 1 contract
Samples: Amendment No. 5 to the Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – Balanced 120/20 Contrarian Equity Fund Columbia Variable Portfolio – Absolute Return Currency and Income Fund Columbia Absolute Return Emerging Markets Macro Fund Columbia Absolute Return Enhanced Multi-Strategy Fund Columbia Absolute Return Multi-Strategy Fund Columbia Active Portfolios - Diversified Equity Income Fund Columbia AMT-Free Tax-Exempt Bond Fund Columbia Asia Pacific ex-Japan Fund Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Diversified Bond Fund Columbia Variable Portfolio – Disciplined Core Diversified Equity Income Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets Opportunity Fund Columbia Variable Portfolio – Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Equity Fund Columbia Global Extended Alpha Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Core Quantitative Fund Columbia Variable Portfolio – Large Cap Index Growth Quantitative Fund Columbia Variable Portfolio – Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Xxxxxxx Flexible Capital Fund Columbia Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Variable Portfolio – Select International Equity Builder Aggressive Fund Columbia Variable Portfolio – Builder Conservative Fund Columbia Portfolio Builder Moderate Aggressive Fund Columbia Portfolio Builder Moderate Conservative Fund Columbia Portfolio Builder Moderate Fund Columbia Recovery and Infrastructure Fund Columbia Retirement Plus 2010 Fund Columbia Retirement Plus 2015 Fund Columbia Retirement Plus 2020 Fund Columbia Retirement Plus 2025 Fund Columbia Retirement Plus 2030 Fund Columbia Retirement Plus 2035 Fund Columbia Retirement Plus 2040 Fund Columbia Retirement Plus 2045 Fund Columbia Select Large - Large-Cap Value Fund Columbia Variable Portfolio – Select Smaller - Smaller-Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Short-Term Cash Fund Columbia Variable Portfolio – Strategic Allocation Fund Columbia U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of January 12, 2012.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 55 and Section 6, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; : Columbia Variable Portfolio – Balanced Absolute Return Currency and Income Fund Columbia Variable Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio – Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Variable Portfolio – Core Equity Fund Columbia Variable Portfolio – Disciplined Core Fund Columbia Variable Portfolio—Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia Variable Portfolio – Emerging Markets European Equity Fund Columbia Variable Portfolio – Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Variable Portfolio – Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Variable Portfolio – Income Builder Fund Columbia Income Opportunities Fund Columbia Variable Portfolio – Intermediate Bond Inflation Protected Securities Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Minnesota Tax-Exempt Fund Columbia Variable Portfolio – Mid Cap Growth Mortgage Opportunities Fund Columbia Variable Portfolio – Select Global Equity Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia Xxxxxxxx Communications and Information Fund Columbia Xxxxxxxx Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Strategic Municipal Income Fund Columbia Variable Portfolio – Select Large - Cap Value Fund Columbia Variable Portfolio – Select Smaller - Cap Value Fund Columbia Variable Portfolio – Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global InflationMulti-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Manager Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Strategies Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of March 13, 2017.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Disciplined Asset Allocation Portfolios - Aggressive Disciplined Asset Allocation Portfolios - Conservative Disciplined Asset Allocation Portfolios - Moderate Disciplined Asset Allocation Portfolios - Moderately Aggressive Disciplined Asset Allocation Portfolios - Moderately Conservative RiverSource Partners Variable Portfolio – - Fundamental Value Fund RiverSource Partners Variable Portfolio - Select Value Fund RiverSource Partners Variable Portfolio - Small Cap Value Fund RiverSource Variable Portfolio - Balanced Fund Columbia RiverSource Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia RiverSource Variable Portfolio – - Core Equity Fund Columbia RiverSource Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia RiverSource Variable Portfolio – Emerging Markets Bond - Diversified Equity Income Fund Columbia RiverSource Variable Portfolio – Emerging Markets - Dynamic Equity Fund Columbia RiverSource Variable Portfolio – - Global Bond Fund Columbia RiverSource Variable Portfolio – Government Money Market - Global Inflation Protected Securities Fund Columbia RiverSource Variable Portfolio – - High Yield Bond Fund Columbia RiverSource Variable Portfolio – - Income Opportunities Fund Columbia RiverSource Variable Portfolio – Intermediate Bond Fund Columbia Variable Portfolio – Large Cap Growth Fund Columbia Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia RiverSource Variable Portfolio – - Mid Cap Value Fund Columbia RiverSource Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia RiverSource Variable Portfolio – Select Large - Short Duration U.S. Government Fund Xxxxxxxx Variable Portfolio - Growth Fund Xxxxxxxx Variable Portfolio - Larger - Cap Value Fund Columbia Xxxxxxxx Variable Portfolio – Select - Smaller - Cap Value Fund Columbia Threadneedle Variable Portfolio – Xxxxxxxx Global Technology - Emerging Markets Fund Columbia Threadneedle Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx - International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Opportunity Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of January 8, 2009. [The remainder of this page intentionally left blank.]
Appears in 1 contract
Samples: Agreement and Declaration of Trust (RiverSource Variable Series Trust)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Variable Portfolio – - Balanced Fund Columbia Variable Portfolio – - Commodity Strategy Fund Columbia Variable Portfolio – - Core Equity Fund Columbia Variable Portfolio – - Disciplined Core Fund Columbia Variable Portfolio—Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio – - Emerging Markets Bond Fund Columbia Variable Portfolio – - Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia Variable Portfolio – Government Money Market Fund Columbia Variable Portfolio – - High Yield Bond Fund Columbia Variable Portfolio – - Income Opportunities Fund Columbia Variable Portfolio – - Intermediate Bond Fund Columbia Variable Portfolio – - Large Cap Growth Fund Columbia Variable Portfolio – - Large Cap Index Fund Columbia Variable Portfolio – - Limited Duration Credit Fund Columbia Variable Portfolio – - Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia Variable Portfolio – - Mid Cap Value Fund Columbia Variable Portfolio – Select International Equity Fund Columbia Variable Portfolio – - Select Large - Cap Value Fund Columbia Variable Portfolio – - Select Smaller - Cap Value Fund Columbia Variable Portfolio – - Xxxxxxxx Global Technology Fund Columbia Variable Portfolio – - U.S. Equities Fund Columbia Variable Portfolio – - U.S. Government Mortgage Fund Variable Portfolio – - Aggressive Portfolio Variable Portfolio – - American Century Diversified Bond Fund Variable Portfolio – - BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – - CenterSquare Real Estate Fund Variable Portfolio – - Columbia Xxxxxx International Equities Fund Variable Portfolio – - Conservative Portfolio Variable Portfolio – - DFA International Value Fund Variable Portfolio – - Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – - X.X. Xxxxxx Core Bond Fund Variable Portfolio - Xxxxxxxx Mid Cap Growth Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – - MFS® Blended Research® Core Equity Fund Variable Portfolio—Portfolio - MFS® Value Fund Variable Portfolio – - Moderate Portfolio Variable Portfolio – - Moderately Aggressive Portfolio Variable Portfolio – - Moderately Conservative Portfolio Variable Portfolio – - Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – - Partners Small Cap Growth Fund Variable Portfolio – - Partners Small Cap Value Fund Variable Portfolio – - Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – - Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trust, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged.
Appears in 1 contract
Samples: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)
Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5, inter alia, to establish and designate any further Series or classes or to modify the rights and preferences of any Series or class, the following Series shall be, and are hereby, established and designated; Columbia Disciplined Asset Allocation Portfolios - Aggressive Disciplined Asset Allocation Portfolios - Conservative Disciplined Asset Allocation Portfolios - Moderate Disciplined Asset Allocation Portfolios - Moderately Aggressive Disciplined Asset Allocation Portfolios - Moderately Conservative RiverSource Partners Variable Portfolio – - Fundamental Value Fund RiverSource Partners Variable Portfolio - Select Value Fund RiverSource Partners Variable Portfolio - Small Cap Value Fund RiverSource Variable Portfolio - Balanced Fund Columbia RiverSource Variable Portfolio – Commodity Strategy - Cash Management Fund Columbia RiverSource Variable Portfolio – - Core Equity Fund Columbia RiverSource Variable Portfolio – Disciplined Core - Diversified Bond Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia RiverSource Variable Portfolio – Emerging Markets Bond - Diversified Equity Income Fund Columbia RiverSource Variable Portfolio – Emerging Markets Fund Columbia Variable Portfolio – - Global Bond Fund Columbia RiverSource Variable Portfolio – Government Money Market - Global Inflation Protected Securities Fund Columbia RiverSource Variable Portfolio – - Growth Fund RiverSource Variable Portfolio - High Yield Bond Fund Columbia RiverSource Variable Portfolio – - Income Opportunities Fund Columbia RiverSource Variable Portfolio – Intermediate Bond - Large Cap Equity Fund Columbia RiverSource Variable Portfolio – - Large Cap Growth Value Fund Columbia RiverSource Variable Portfolio – Large Cap Index Fund Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Variable Portfolio – Managed Volatility Moderate Growth Fund Columbia Variable Portfolio – - Mid Cap Growth Fund Columbia RiverSource Variable Portfolio – - Mid Cap Value Fund Columbia RiverSource Variable Portfolio – Select International Equity - S&P 500 Index Fund Columbia RiverSource Variable Portfolio – Select Large - Cap Value Short Duration U.S. Government Fund Columbia RiverSource Variable Portfolio – Select Smaller - Small Cap Value Advantage Fund Columbia Threadneedle Variable Portfolio – Xxxxxxxx Global Technology - Emerging Markets Fund Columbia Threadneedle Variable Portfolio – U.S. Equities Fund Columbia Variable Portfolio – U.S. Government Mortgage Fund Variable Portfolio – Aggressive Portfolio Variable Portfolio – American Century Diversified Bond Fund Variable Portfolio – BlackRock Global Inflation-Protected Securities Fund Variable Portfolio – CenterSquare Real Estate Fund Variable Portfolio – Columbia Xxxxxx - International Equities Fund Variable Portfolio – Conservative Portfolio Variable Portfolio – DFA International Value Fund Variable Portfolio – Xxxxx Xxxxx Floating-Rate Income Fund Variable Portfolio – X.X. Xxxxxx Core Bond Fund Variable Portfolio – Xxxxxx Xxxxxx Growth Fund Variable Portfolio – Los Angeles Capital Large Cap Growth Fund Variable Portfolio – MFS® Blended Research® Core Equity Fund Variable Portfolio—MFS® Value Fund Variable Portfolio – Moderate Portfolio Variable Portfolio – Moderately Aggressive Portfolio Variable Portfolio – Moderately Conservative Portfolio Variable Portfolio – Xxxxxx Xxxxxxx Advantage Fund Variable Portfolio – Xxxxxxxxxxx International Growth Fund Variable Portfolio – Partners Core Bond Fund Variable Portfolio – Partners Small Cap Growth Fund Variable Portfolio – Partners Small Cap Value Fund Variable Portfolio – Pyramis® International Equity Fund Variable Portfolio – X. Xxxx Price Large Cap Value Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio – Xxxxx Fargo Short Duration Government Fund Variable Portfolio – Westfield Mid Cap Growth Opportunity Fund Shares of each Series established in this Section 6 shall have the following rights and preferences relative to Shares of each other Series, and Shares of each class of a Multi-Class Series shall have such rights and preferences relative to other classes of the same Series as are set forth in the Declaration of Trustbelow, together with such other rights and preferences relative to such other classes as are set forth in the Trust’s Rule 18f-3 Plan, registration statement as from time to time amended, and any applicable resolutions of the Trustees establishing and designating such class of Shares. The rest of this Section 6 remains unchanged. The foregoing amendment is effective as of April 9, 2008. [The remainder of this page intentionally left blank.]
Appears in 1 contract
Samples: Amendment No. 2 to the Agreement and Declaration of Trust (RiverSource Variable Series Trust)