Compass Bank Expedition Equity Fund Receives an Overall Morningstar Rating of 4 Stars for the Overall Period Ending January 31, 2001 out of 4,164 Domestic Equity Funds.Business Editors BIRMINGHAM, Ala.--(BUSINESS WIRE)--March 15, 2001 Compass Bank (Nasdaq: CBSS CBSS Council of Baltic Sea States CBSS Craft and Boat Support System CBSS Coastal Border Surveillance System (MSSC) CBSS Closed-Breach Scavenging System (compressed air system for removing smoke from tank gun tubes) ) announces that its proprietary Expedition Equity Fund Investment Shares - Class A has received an Overall Morningstar Rating(TM) of 4 Stars in the Domestic Equity Funds comparison group. In addition, Morningstar(TM) assigned the Expedition Equity Fund - Class A, a Morningstar(TM) category rating of 5 in the Large Blend category group. The fund's returns were described as high with below average risk. Expedition Equity invests in the stocks of medium and large capitalization companies. "We are extremely pleased with this Morningstar Rating(TM), particularly since this is the first time the fund was eligible since its inception in 1997," said Jan Koenig, executive vice president and chief investment officer, Compass' Asset Management Group. "Recently, there have been several reports in the media about the lackluster performance of bank mutual funds in general. This rating confirms that it is possible for a bank to do an exemplary job in managing mutual funds." The Expedition family of funds Family of Funds A group of mutual funds offered by one investment or fund company. Each mutual fund has different characteristics and can range depending on investment objective. Also referred to as a "Mutual Fund Family" or simply a "Fund Family". was established to allow individual investors the opportunity to capitalize on Cap´i`tal`ize on` v. t. 1. To turn (an opportunity) to one's advantage; to take advantage of (a situation); to profit from; as, to capitalize on an opponent's mistakes s>. Compass' strong investment performance, which had previously been available only to large trust customers. "We began with $200 million in assets, and today the funds' assets total over $1.2 billion," Koenig noted. "Our performance has been consistently competitive with other mutual funds, and individuals may invest in any of the six funds in the Expedition family at any Compass banking office. Additionally, customers can easily check the performance of the funds through the Internet at our web site www.expeditionfunds.com." Compass Bank is a subsidiary of Compass Bancshares Compass Bancshares, Inc. is a privately held company based in Birmingham, Alabama. Its subsidiary, Compass Bank, is a Southwestern financial holding company with $47 billion in assets and 417 full-service banking offices in Alabama, Arizona, Colorado, Florida, New Mexico, and Texas. , Inc., a Sunbelt-based financial holding company with approximately $20 billion in assets that operates 340 full-service banking offices in Alabama, Arizona, Colorado, Florida, Nebraska, New Mexico New Mexico, state in the SW United States. At its northwestern corner are the so-called Four Corners, where Colorado, New Mexico, Arizona, and Utah meet at right angles; New Mexico is also bordered by Oklahoma (NE), Texas (E, S), and Mexico (S). and Texas. Compass is among the top 40 U.S. bank holding companies by asset size and ranks among the top earners of its size based on return on equity. The company's earnings per share have increased for 13 consecutive years and dividends per share Dividends per share Dividend paid for the past 12 months divided by the number of common shares outstanding, as reported by a company. The number of shares often is determined by a weighted average of shares outstanding over the reporting term. have increased for 20 consecutive years. Shares of Compass' common stock are traded through the Nasdaq stock market Nasdaq stock market The first electronic stock market listing over 5000 companies. The Nasdaq stock market comprises two separate markets, namely the Nasdaq National Market, which trades large, active securities and the Nasdaq Smallcap Market that trades emerging growth companies. under the symbol CBSS. Past performance is no guarantee of future results. Compass Bank serves as investment adviser and custodian to the Fund and Compass Bank and various of its affiliates may provide various services to the Fund, for which Compass Bank and/or such other affiliates are entitled to receive compensation. The Expedition Funds are made available through licensed representatives of Compass Brokerage, Inc., member NASD NASD See: National Association of Securities Dealers NASD See National Association of Securities Dealers (NASD). and SIPC (Simply Interactive PC) An earlier umbrella term from Microsoft and Intel for a PC that works like a home appliance. For example, it has a sealed case, uses external connectors for expansion and boots in just a couple of seconds. and an affiliate of Compass Bank. The Fund is distributed by SEI Investments Distribution Co., which is not affiliated with Compass Bank or Compass Bancshares, Inc. For more information on the funds, including charges and expenses, call 1-800-992-2085 for a prospectus. Read the prospectus carefully, before you invest or send money. Mutual Fund investing involves risk, including possible loss of principal. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating(TM) metric each month by subtracting the return on a 90-day U.S. Treasury U.S. Treasury Created in 1798, the United States Department of the Treasury is the government (Cabinet) department responsible for issuing all Treasury bonds, notes and bills. Some of the government branches operating under the U.S. Treasury umbrella include the IRS, U.S. Bill from the fund's load-adjusted return for the same period, and then adjusting this excess return for risk. The top 10% of funds in each broad asset class receives 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Expedition Equity Fund - Class A was rated against the following numbers of U.S.-domiciled domestic equity funds over the following time period: 4,164 domestic equity funds in the last three years. With respect to these domestic equity funds, Expedition Equity Fund - Class A received a Morningstar Rating(TM) of 4 stars for the three-year period ended 01/31/01. Past performance is no guarantee of future results. Morningstar Rating(TM) is for the A share class only; other classes may have different performance characteristics. Not FDIC FDIC See: Federal Deposit Insurance Corporation FDIC See Federal Deposit Insurance Corporation (FDIC). Insured -- No Bank Guarantee -- May Lose Value |
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