The Pinnacle Value Fund
A Series of Bertolet Capital Trust
8000 Town Centre Drive, Suite 400
 Broadview Heights, OH 44147
Shareholder Services (877) 369-3705 x 115 Toll Free
(440) 922-0066
   

Frequently asked questions about PVFIX



1.     
How are dividends, interest &capital gains distributed?
The Fund distributes net investment income and net gains annually, usually in December. You may either reinvest these distributions or have them mailed to you.  

2.     How often will statements be mailed?
Statements will be mailed quarterly, after each transaction or after any change in account registration. Tax information is mailed by Jan. 31 of the following year.

3.     Where can I find the Fund’s NAV?
You may obtain the NAV by calling 877-369-3705 toll free after 4PM EST or by visiting www.pinnaclevaluefund.com.

4.     Can investors in foreign countries invest in the Fund?
Yes, if they have a valid taxpayer ID number or if they complete a W8 form available from Shareholder Services.

5.     How much should I invest in the Fund?
That depends on your financial situation. Most financial advisers recommend that 10-20% of your portfolio be invested in small and micro-cap securities.

6.     Who may I speak with if I have additional questions?
Shareholder Services at 877-369-3705 ext. 115 toll free.