| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
1
1
5
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.25 |
| Redemption | 1.0 |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 1.49 |
| Net Expense Ratio: Prospectus | 1.76 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $471.00 |
| 5-Year | $813.00 |
| 10-Year | $1,779.00 |
Purchase Information
Updated 05.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $100.00 |
| Initial IRA | $1,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | |
| Additional AIP |
Contact Fund
Bertolet Capital Trust
1414 Sixth Ave
Ste 900
New York NY 10019
USA
