Common use of Establishment and Designation of Series and Classes Clause in Contracts

Establishment and Designation of Series and Classes. Without limiting the authority of the Trustees as set forth in Section 5 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: Active Portfolios® Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Growth Fund IV Columbia Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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

Sources: 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 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: Active Portfolios® Portfolios Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 19June 17, 20162014.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Multi-Manager Value ; Columbia 120/20 Contrarian Equity Fund Columbia 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 Capital Allocation Aggressive Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Diversified Bond Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Emerging Markets Opportunity Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Extended Alpha Fund Columbia Global Opportunities Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Mid Cap Growth Opportunity Fund Columbia Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Mortgage Opportunities Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Portfolio Builder Aggressive Fund Columbia 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-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Allocation Fund Columbia U.S. Government Mortgage 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 19January 12, 20162012.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Portfolios Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 19December 11, 20162013.

Appears in 1 contract

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Variable 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 Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Global Equity Value Variable Portfolio – Government Money Market Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - Intermediate Bond Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Cap Index Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Moderate Growth Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Variable Portfolio - Mid Cap Value Fund Columbia Variable Portfolio – Select Global International Equity Fund Columbia Variable Portfolio - Select Large-Large - Cap Value Fund Columbia Variable Portfolio - Select Smaller-Smaller - Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Variable Portfolio - U.S. Equities Fund Columbia Small/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 ▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Conservative Portfolio Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio – ▇▇▇▇▇▇ ▇▇▇▇▇▇ 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 - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Advantage Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio – ▇▇▇▇▇▇▇▇▇▇▇ International Growth Fund Variable Portfolio - Partners Small Cap Growth Fund Variable Portfolio - Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - Pyramis® International Equity Fund Columbia U.S. Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio – Victory Sycamore Established Value Fund Variable Portfolio - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 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: Active Portfolios® Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Growth Fund IV Columbia Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage Fund Multi-Manager Value 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 April 19March 13, 20162017.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Growth Fund IV Columbia Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 19November 14, 2016.

Appears in 1 contract

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio—Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio—Cash Management Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Variable Portfolio—Commodity Strategy Fund Columbia Disciplined Variable Portfolio—Core Equity Fund Columbia Disciplined Growth Variable Portfolio—Diversified Bond Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio—Dividend Opportunity Fund Columbia Variable Portfolio—Emerging Markets Bond Fund Columbia European Equity Variable Portfolio—Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio—Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio—High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio—Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio—International Opportunity Fund Columbia Variable Portfolio—Large Cap Growth Fund IV Columbia Variable Portfolio—Large Core Quantitative Fund Columbia Variable Portfolio—Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio—Managed Volatility Moderate Growth Fund Columbia Money Market Variable Portfolio—Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio—Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio—S&P 500 Index Fund Columbia Variable Portfolio—Select Large—Cap Value Fund Columbia Variable Portfolio—Select Global Equity Fund Columbia Select Large-Smaller—Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio—▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable 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—BlackRock Global Inflation-Term Cash Protected Securities Fund Variable Portfolio—Columbia Small/▇▇▇▇▇▇ International Equities Fund Variable Portfolio—Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio—DFA International Value Fund Variable Portfolio—▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio—Holland Large Cap Growth Fund Variable Portfolio—Invesco International Growth Fund Variable Portfolio—▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio—▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio – ▇▇▇▇▇▇ ▇▇▇▇▇▇ Growth Fund Variable Portfolio—MFS Value Fund Variable Portfolio—Mondrian International Small Cap Fund Variable Portfolio—▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio—NFJ Dividend Value Fund Variable Portfolio—Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio—Partners Small Cap Growth Fund Variable Portfolio—Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio—Pyramis® International Equity Fund Columbia U.S. Variable Portfolio—Sit Dividend Growth Fund Variable Portfolio – TCW Core Plus Bond Fund Variable Portfolio—Victory Established Value Fund Variable Portfolio—▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia 120/20 Contrarian Equity Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Diversified Bond Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Emerging Markets Opportunity Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Floating Rate Fund Columbia Floating Rate Frontier Fund Columbia Global Bond Fund Columbia Global Equity Value Extended Alpha Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Global Equity Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Mid Cap Growth Opportunity Fund Columbia Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Mortgage Opportunities Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Portfolio Builder Aggressive Fund Columbia 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-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Allocation Fund Columbia U.S. Government Mortgage 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 19, 2016.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Multi-Manager Value Fund ; Columbia 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 Capital Allocation Aggressive Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy Fund Columbia Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Diversified Bond Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Emerging Markets Opportunity Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Mid Cap Growth Opportunity Fund Columbia Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Mortgage Opportunities Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Portfolio Builder Moderate Aggressive Fund Columbia Portfolio Builder Moderate Conservative Fund Columbia Recovery and Infrastructure Fund Columbia Select Large-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 19December 12, 20162012.

Appears in 1 contract

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio - Cash Management Fund Columbia Asia Pacific ex-Japan Variable Portfolio - Core Equity Fund Columbia Capital Allocation Aggressive Variable Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy - Diversified Bond Fund Columbia Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - International Opportunity Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Core Quantitative Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio - Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio - S&P 500 Index Fund Columbia Variable Portfolio - Select Large - Cap Value Fund Columbia Variable Portfolio - Select Global Equity Fund Columbia Select Large-Smaller - Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable Portfolio - Short Duration U.S. Government 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-Term Cash Protected Securities Fund Variable Portfolio - Columbia Small/▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - ▇▇▇▇▇▇▇ Growth Fund Variable Portfolio - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio - Partners Small Cap Growth Fund Variable Portfolio - Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - PIMCO Mortgage-Backed Securities Fund Columbia U.S. Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio - Sit Dividend Growth Fund Variable Portfolio - Victory Established Value Fund Variable Portfolio - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 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: Active Portfolios® Portfolios Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Growth Fund IV Columbia Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 19December 15, 20162015.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Portfolios Multi-Manager Value Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Minnesota Tax-Exempt Fund Columbia 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 ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Fund Columbia U.S. Government Mortgage 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 1914, 20162015.

Appears in 1 contract

Sources: 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 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: Active Portfolios® Multi-Manager Value ; Columbia 120/20 Contrarian Equity Fund Columbia 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 Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Diversified Bond Fund Columbia Diversified Equity Income Fund Columbia Dividend Opportunity Fund Columbia Emerging Markets Bond Fund Columbia Emerging Markets Opportunity Fund Columbia Equity Value Fund Columbia European Equity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Frontier Fund Columbia Global Bond Fund Columbia Global Equity Value Extended Alpha Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Government Money Market Fund Columbia High Yield Bond Fund Columbia Income Builder Fund Columbia Income Opportunities Fund Columbia Inflation Protected Securities Fund Columbia Global Equity Fund Columbia Large Cap Core Quantitative Fund Columbia Large Growth Quantitative Fund IV Columbia Large Value Quantitative Fund Columbia Limited Duration Credit Fund Columbia ▇▇▇▇▇▇▇ Flexible Capital Fund Columbia Mid Cap Growth Opportunity Fund Columbia Mid Cap Value Opportunity Fund Columbia Minnesota Tax-Exempt Fund Columbia Money Market Fund Columbia Mortgage Opportunities Multi-Advisor International Value Fund Columbia Multi-Advisor Small Cap Value Fund Columbia Select Global Equity Portfolio Builder Aggressive Fund Columbia 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-Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Fund Columbia Small/Mid Cap Value Fund Columbia Strategic Municipal Income Allocation Fund Columbia U.S. Government Mortgage 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 1914, 20162011.

Appears in 1 contract

Sources: 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 5 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio - Cash Management Fund Columbia Asia Pacific ex-Japan Variable Portfolio - Core Equity Fund Columbia Capital Allocation Aggressive Variable Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy - Diversified Bond Fund Columbia Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Variable Portfolio - Global Equity Value Inflation Protected Securities Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - International Opportunity Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Core Quantitative Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio - Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio - S&P 500 Index Fund Columbia Variable Portfolio - Select Large - Cap Value Fund Columbia Variable Portfolio - Select Global Equity Fund Columbia Select Large-Smaller - Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable Portfolio - Short Duration U.S. Government 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 - Columbia ▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio - ▇▇▇▇▇ New York Venture Fund Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Term Cash Rate Income Fund Columbia Small/Variable Portfolio - ▇▇▇▇▇▇▇ Sachs Mid Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - Invesco International Growth Fund Columbia U.S. Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - ▇▇▇▇▇▇▇ Growth Fund Variable Portfolio - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ 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 - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio - Cash Management Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Variable Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia - Commodity Strategy Fund Columbia Disciplined Variable Portfolio - Core Equity Fund Columbia Disciplined Growth Variable Portfolio - Diversified Bond Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - International Opportunity Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Core Quantitative Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Moderate Growth Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio - Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio - S&P 500 Index Fund Columbia Variable Portfolio - Select Large - Cap Value Fund Columbia Variable Portfolio - Select Global Equity Fund Columbia Select Large-Smaller - Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable Portfolio - Short Duration U.S. Government 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-Term Cash Protected Securities Fund Variable Portfolio - Columbia Small/▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - ▇▇▇▇▇▇▇ Growth Fund Variable Portfolio - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio - Partners Small Cap Growth Fund Variable Portfolio - Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - PIMCO Mortgage-Backed Securities Fund Columbia U.S. Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio - Sit Dividend Growth Fund Variable Portfolio - Victory Established Value Fund Variable Portfolio - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Variable 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 Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Global Equity Value Variable Portfolio - Government Money Market Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - Intermediate Bond Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Cap Index Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Moderate Growth Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Fund Columbia Mortgage Opportunities Fund Columbia Multi-Advisor Small Variable Portfolio - Mid Cap Value Fund Columbia Variable Portfolio - Select Global International Equity Fund Columbia Variable Portfolio - Select Large-Cap Value Fund Columbia Variable Portfolio - Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia Short-Term Cash Variable Portfolio - U.S. Equities Fund Columbia Small/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 ▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Conservative Portfolio Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio - ▇▇▇▇▇▇ ▇▇▇▇▇▇ 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 - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Advantage Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio - ▇▇▇▇▇▇▇▇▇▇▇ International Growth Fund Variable Portfolio - Partners Small Cap Growth Fund Variable Portfolio - Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - Pyramis® International Equity Fund Columbia U.S. Variable Portfolio - ▇. ▇▇▇▇ Price Large Cap Value Fund Variable Portfolio - TCW Core Plus Bond Fund Variable Portfolio - Victory Sycamore Established Value Fund Variable Portfolio - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio – Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio – Cash Management Fund Columbia Asia Pacific ex-Japan Variable Portfolio – Core Equity Fund Columbia Capital Allocation Aggressive Variable Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia Commodity Strategy – Diversified Bond Fund Columbia Disciplined Core Fund Columbia Disciplined Growth Fund Columbia Disciplined Value Fund Columbia Variable Portfolio – Diversified Equity Income Fund Columbia Dividend Opportunity Variable Portfolio – Dynamic Equity Fund Columbia Variable Portfolio – Emerging Markets Bond Fund Columbia European Equity Variable Portfolio – Emerging Markets Opportunity Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio – Global Bond Fund Columbia Variable Portfolio – Global Equity Value Inflation Protected Securities Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio – High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio – Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio – International Opportunity Fund Columbia Variable Portfolio – Large Cap Growth Fund IV Columbia Variable Portfolio – Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio – Managed Volatility Fund Columbia Money Market Variable Portfolio – Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio – Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio – S&P 500 Index Fund Columbia Variable Portfolio – Select Large – Cap Value Fund Columbia Variable Portfolio – Select Global Equity Fund Columbia Select Large-Smaller – Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio – ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable Portfolio – Short Duration U.S. Government 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 – Columbia ▇▇▇▇▇▇ International Equities Fund Variable Portfolio – Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio – ▇▇▇▇▇ New York Venture Fund Variable Portfolio – DFA International Value Fund Variable Portfolio – ▇▇▇▇▇ ▇▇▇▇▇ Floating-Term Cash Rate Income Fund Columbia Small/Variable Portfolio – ▇▇▇▇▇▇▇ Sachs Mid Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio – Invesco International Growth Fund Columbia U.S. Variable Portfolio – ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio – ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio – ▇▇▇▇▇▇▇ Growth Fund Variable Portfolio – MFS Value Fund Variable Portfolio – Mondrian International Small Cap Fund Variable Portfolio – ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio – NFJ Dividend Value Fund Variable Portfolio – Nuveen ▇▇▇▇▇▇▇ 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 – ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: 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 and Section 65, 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: Active Portfolios® Multi-Manager Value ; Columbia Variable Portfolio - Balanced Fund Columbia Absolute Return Currency and Income Variable Portfolio - Cash Management Fund Columbia Asia Pacific ex-Japan Fund Columbia Capital Allocation Aggressive Variable Portfolio Columbia Capital Allocation Conservative Portfolio Columbia Capital Allocation Moderate Portfolio Columbia - Commodity Strategy Fund Columbia Disciplined Variable Portfolio - Core Equity Fund Columbia Disciplined Growth Variable Portfolio - Diversified Bond Fund Columbia Disciplined Value Fund Columbia Diversified Equity Income Fund Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Variable Portfolio - Emerging Markets Bond Fund Columbia European Equity Variable Portfolio - Emerging Markets Fund Columbia Flexible Capital Income Fund Columbia Floating Rate Fund Columbia Variable Portfolio - Global Bond Fund Columbia Global Equity Value Fund Columbia Global Infrastructure Fund Columbia Global Opportunities Fund Columbia Variable Portfolio - High Yield Bond Fund Columbia Income Builder Fund Columbia Variable Portfolio - Income Opportunities Fund Columbia Inflation Protected Securities Variable Portfolio - International Opportunity Fund Columbia Variable Portfolio - Large Cap Growth Fund IV Columbia Variable Portfolio - Large Core Quantitative Fund Columbia Variable Portfolio - Limited Duration Credit Fund Columbia Minnesota Tax-Exempt Variable Portfolio - Managed Volatility Moderate Growth Fund Columbia Money Market Variable Portfolio - Mid Cap Growth Opportunity Fund Columbia Mortgage Opportunities Variable Portfolio - Mid Cap Value Opportunity Fund Columbia Multi-Advisor Small Variable Portfolio - S&P 500 Index Fund Columbia Variable Portfolio - Select Large - Cap Value Fund Columbia Variable Portfolio - Select Global Equity Fund Columbia Select Large-Smaller - Cap Value Fund Columbia Select Smaller-Cap Value Fund Columbia ▇▇▇▇▇▇▇▇ Communications and Information Fund Columbia Variable Portfolio - ▇▇▇▇▇▇▇▇ Global Technology Fund Columbia ShortVariable 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-Term Cash Protected Securities Fund Variable Portfolio - Columbia Small/▇▇▇▇▇▇ International Equities Fund Variable Portfolio - Columbia ▇▇▇▇▇▇ U.S. Equities Fund Variable Portfolio - DFA International Value Fund Variable Portfolio - ▇▇▇▇▇ ▇▇▇▇▇ Floating-Rate Income Fund Variable Portfolio - Holland Large Cap Growth Fund Variable Portfolio - Invesco International Growth Fund Variable Portfolio - ▇▇▇▇▇▇▇▇ Mid Cap Growth Fund Variable Portfolio - ▇.▇. ▇▇▇▇▇▇ Core Bond Fund Variable Portfolio - MFS Value Fund Variable Portfolio - Mondrian International Small Cap Fund Variable Portfolio - ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Global Real Estate Fund Variable Portfolio - NFJ Dividend Value Fund Variable Portfolio - Nuveen ▇▇▇▇▇▇▇ Large Cap Growth Fund Variable Portfolio - Partners Small Cap Growth Fund Variable Portfolio - Partners Small Cap Value Fund Columbia Strategic Municipal Income Variable Portfolio - PIMCO Mortgage-Backed Securities Fund Columbia U.S. Variable Portfolio - Pyramis® International Equity Fund Variable Portfolio - Sit Dividend Growth Fund Variable Portfolio - Victory Established Value Fund Variable Portfolio - ▇▇▇▇▇ Fargo Short Duration Government Mortgage 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

Sources: Agreement and Declaration of Trust (Columbia Funds Variable Series Trust II)