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Filing Detail
Form DEF 14A - Other definitive proxy statements:
SEC Accession No. 0001104659-22-063461
Filing Date
2022-05-20
Accepted
2022-05-20 17:08:59
Documents
14
Period of Report
2022-06-28

Document Format Files

Seq Description Document Type Size
1 DEF 14A tm2212785d2_def14a.htm DEF 14A 4462186
2 GRAPHIC sg_kevincarr-bw.jpg GRAPHIC 24431
3 GRAPHIC proxycard1.jpg GRAPHIC 141189
4 GRAPHIC proxycard2.jpg GRAPHIC 144828
5 GRAPHIC proxycard3.jpg GRAPHIC 155734
6 GRAPHIC proxycard4.jpg GRAPHIC 144637
7 GRAPHIC proxycard5.jpg GRAPHIC 161245
8 GRAPHIC proxycard6.jpg GRAPHIC 144843
9 GRAPHIC proxycard7.jpg GRAPHIC 164283
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11 GRAPHIC proxycard9.jpg GRAPHIC 161171
12 GRAPHIC proxycard10.jpg GRAPHIC 147087
13 GRAPHIC proxycard11.jpg GRAPHIC 157175
14 GRAPHIC proxycard12.jpg GRAPHIC 146369
  Complete submission text file 0001104659-22-063461.txt   7032545

Series and Classes/Contracts Information:

Existing
  Status Name Ticker Symbol
CIK 0000034273      
Series S000001386   Virtus KAR Global Quality Dividend Fund
Class/Contract C000003700   CLASS A PPTAX
Class/Contract C000003701   CLASS C PPTCX
Class/Contract C000067139   Class I PIPTX
Class/Contract C000215020   Class R6 VGQRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021170   Virtus KAR Small-Cap Growth Fund
Class/Contract C000060263   Class A PSGAX
Class/Contract C000060264   Class C PSGCX
Class/Contract C000060265   Class I PXSGX
Class/Contract C000199780   Class R6 VRSGX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021172   Virtus KAR Small-Cap Core Fund
Class/Contract C000060269   Class A PKSAX
Class/Contract C000060271   Class C PKSCX
Class/Contract C000060272   Class I PKSFX
Class/Contract C000148845   Class R6 VSCRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021173   Virtus KAR Capital Growth Fund
Class/Contract C000060273   Class A PSTAX
Class/Contract C000060275   Class C SSTFX
Class/Contract C000060276   Class I PLXGX
Class/Contract C000199781   Class R6 VCGRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021177   Virtus KAR Equity Income Fund
Class/Contract C000060285   Class A PDIAX
Class/Contract C000060287   Class C PGICX
Class/Contract C000060288   Class I PXIIX
Class/Contract C000199782   Class R6 VECRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021179   VIRTUS TACTICAL ALLOCATION FUND
Class/Contract C000060291   Class A NAINX
Class/Contract C000060293   Class C POICX
Class/Contract C000211088   Class I VTAIX
Class/Contract C000224195   Class R6 VTARX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021180   Virtus KAR Mid-Cap Growth Fund
Class/Contract C000060294   Class A PHSKX
Class/Contract C000060296   Class C PSKCX
Class/Contract C000060297   Class I PICMX
Class/Contract C000199783   Class R6 VRMGX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000021181   Virtus KAR Small-Cap Value Fund
Class/Contract C000060298   Class A PQSAX
Class/Contract C000060299   Class C PQSCX
Class/Contract C000060300   Class I PXQSX
Class/Contract C000176670   Class R6 VQSRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000025925   Virtus KAR Mid-Cap Core Fund
Class/Contract C000077895   Class A VMACX
Class/Contract C000077896   Class C VMCCX
Class/Contract C000077897   Class I VIMCX
Class/Contract C000199784   Class R6 VRMCX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000061485   Virtus KAR Small-Mid Cap Core Fund
Class/Contract C000199118   Class A VKSAX
Class/Contract C000199119   Class C VKSCX
Class/Contract C000199120   Class I VKSIX
Class/Contract C000199121   Class R6 VKSRX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000064774   Virtus SGA Global Growth Fund
Class/Contract C000209768   Class I SGAPX
Class/Contract C000209769   Class R6 SGARX
Class/Contract C000209770   Class A SGAAX
Class/Contract C000209771   Class C SGACX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000065704   Virtus SGA Emerging Markets Growth Fund
Class/Contract C000212523   Class R6 VESRX
Class/Contract C000212524   Class A VAEGX
Class/Contract C000212525   Class C VCEGX
Class/Contract C000212526   Class I VIEGX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000070005   Virtus SGA New Leaders Growth Fund
Class/Contract C000222901   Class R6 VNLRX
Class/Contract C000222902   Class A VNLAX
Class/Contract C000222903   Class C VNLCX
Class/Contract C000222904   Class I VNLIX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000070232   Virtus KAR Small-Mid Cap Growth Fund
Class/Contract C000223336   Class C VCKSX
Class/Contract C000223337   Class I VIKSX
Class/Contract C000223338   Class R6 VRKSX
Class/Contract C000223339   Class A VAKSX
  Status Name Ticker Symbol
CIK 0000034273      
Series S000072656   Virtus KAR Small-Mid Cap Value Fund
Class/Contract C000229069   Class R6 VKSGX
Class/Contract C000229070   Class A VKSDX
Class/Contract C000229071   Class C VKSEX
Class/Contract C000229072   Class I VKSFX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000001336   Virtus Newfleet Core Plus Bond Fund
Class/Contract C000003572   CLASS A SAVAX
Class/Contract C000003574   CLASS C SAVCX
Class/Contract C000003575   CLASS I SAVYX
Class/Contract C000176707   Class R6 VBFRX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018002   Virtus Duff & Phelps Real Estate Securities Fund
Class/Contract C000049901   Class A PHRAX
Class/Contract C000049903   Class C PHRCX
Class/Contract C000049904   Class I PHRIX
Class/Contract C000148854   Class R6 VRREX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018005   Virtus Newfleet High Yield Fund
Class/Contract C000049912   Class C PGHCX
Class/Contract C000049913   Class A PHCHX
Class/Contract C000119169   Class I PHCIX
Class/Contract C000176708   Class R6 VRHYX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018007   Virtus Newfleet Multi-Sector Intermediate Bond Fund
Class/Contract C000049915   Class A NAMFX
Class/Contract C000049917   Class C NCMFX
Class/Contract C000081781   Class I VMFIX
Class/Contract C000148855   Class R6 VMFRX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018008   Virtus Newfleet Multi-Sector Short Term Bond Fund
Class/Contract C000049918   Class A NARAX
Class/Contract C000049920   Class C PSTCX
Class/Contract C000049921   Class C1 PMSTX
Class/Contract C000066828   Class I PIMSX
Class/Contract C000176709   Class R6 VMSSX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018009   Virtus Duff & Phelps Global Infrastructure Fund
Class/Contract C000049922   Class A PGUAX
Class/Contract C000049923   Class C PGUCX
Class/Contract C000066829   Class I PGIUX
Class/Contract C000199804   Class R6 VGIRX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018969   Virtus Vontobel Foreign Opportunities Fund
Class/Contract C000052519   Class A JVIAX
Class/Contract C000052520   Class C JVICX
Class/Contract C000052521   Class I JVXIX
Class/Contract C000148857   Class R6 VFOPX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018970   Virtus Duff & Phelps International Real Estate Securities Fund
Class/Contract C000052522   Class A PXRAX
Class/Contract C000052523   Class C PXRCX
Class/Contract C000052524   Class I PXRIX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018972   Virtus Vontobel Global Opportunities Fund
Class/Contract C000052528   Class A NWWOX
Class/Contract C000052530   Class C WWOCX
Class/Contract C000119170   Class I WWOIX
Class/Contract C000199805   Class R6 VRGOX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000018976   Virtus Duff & Phelps Real Asset Fund
Class/Contract C000052537   Class A PDPAX
Class/Contract C000052538   Class C PDPCX
Class/Contract C000081785   Class I VADIX
Class/Contract C000235246   Class R6
  Status Name Ticker Symbol
CIK 0001005020      
Series S000020772   Virtus Newfleet Senior Floating Rate Fund
Class/Contract C000058006   Class A PSFRX
Class/Contract C000058007   Class C PFSRX
Class/Contract C000058008   Class I PSFIX
Class/Contract C000176710   Class R6 VRSFX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000025108   Virtus Duff & Phelps Global Real Estate Securities Fund
Class/Contract C000074732   Class A VGSAX
Class/Contract C000074733   Class C VGSCX
Class/Contract C000074734   Class I VGISX
Class/Contract C000176711   Class R6 VRGEX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000025110   Virtus Vontobel Greater European Opportunities Fund
Class/Contract C000074738   Class A VGEAX
Class/Contract C000074739   Class C VGECX
Class/Contract C000074740   Class I VGEIX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000029390   Virtus FORT Trend Fund
Class/Contract C000090272   Class A VAPAX
Class/Contract C000090273   Class C VAPCX
Class/Contract C000090274   Class I VAPIX
Class/Contract C000148858   Class R6 VRPAX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000038118   Virtus KAR International Small-Mid Cap Fund
Class/Contract C000117511   Class A VISAX
Class/Contract C000117512   Class C VCISX
Class/Contract C000117513   Class I VIISX
Class/Contract C000148859   Class R6 VRISX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000042963   Virtus KAR Emerging Markets Small-Cap Fund
Class/Contract C000133101   Class A VAESX
Class/Contract C000133102   Class C VCESX
Class/Contract C000133103   Class I VIESX
Class/Contract C000215024   Class R6 VRESX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000055178   Virtus Vontobel Emerging Markets Opportunities Fund
Class/Contract C000173499   Class A HEMZX
Class/Contract C000173500   Class C PICEX
Class/Contract C000173501   Class I HIEMX
Class/Contract C000173502   Class R6 VREMX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000055179   Virtus Newfleet Low Duration Core Plus Bond Fund
Class/Contract C000173503   Class A HIMZX
Class/Contract C000173504   Class C PCMZX
Class/Contract C000173505   Class I HIBIX
Class/Contract C000210350   Class R6 VLDRX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000055180   Virtus Newfleet Tax-Exempt Bond Fund
Class/Contract C000173506   Class I HXBIX
Class/Contract C000173507   Class A HXBZX
Class/Contract C000173508   Class C PXCZX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000072168   Virtus KAR Developing Markets Fund
Class/Contract C000227964   Class C VDMCX
Class/Contract C000227965   Class I VIDMX
Class/Contract C000227966   Class R6 VDMRX
Class/Contract C000227967   Class A VDMAX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075276   Virtus Stone Harbor Emerging Markets Corporate Debt Fund
Class/Contract C000234172   Class I SHCDX
Class/Contract C000234173   Class A VSHAX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075277   Virtus Stone Harbor Emerging Markets Debt Allocation Fund
Class/Contract C000234174   Class A VSHBX
Class/Contract C000234175   Class I SHADX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075278   Virtus Stone Harbor Emerging Markets Debt Fund
Class/Contract C000234176   Class I SHMDX
Class/Contract C000234177   Class A VSHCX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075279   Virtus Stone Harbor High Yield Bond Fund
Class/Contract C000234178   Class I SHHYX
Class/Contract C000234179   Class A VSHDX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075280   Virtus Stone Harbor Local Markets Fund
Class/Contract C000234180   Class I SHLMX
Class/Contract C000234181   Class A VSHEX
  Status Name Ticker Symbol
CIK 0001005020      
Series S000075281   Virtus Stone Harbor Strategic Income Fund
Class/Contract C000234182   Class A VSHFX
Class/Contract C000234183   Class I SHSIX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057022   Virtus Ceredex Large-Cap Value Equity Fund
Class/Contract C000181155   Class A SVIIX
Class/Contract C000181156   Class C SVIFX
Class/Contract C000181157   Class I STVTX
Class/Contract C000181158   Class R6 STVZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057023   Virtus Seix High Grade Municipal Bond Fund
Class/Contract C000181160   Class A SFLTX
Class/Contract C000181161   Class I SCFTX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057024   Virtus Seix High Income Fund
Class/Contract C000181163   Class A SAHIX
Class/Contract C000181164   Class I STHTX
Class/Contract C000181165   Class R6 STHZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057025   Virtus Seix High Yield Fund
Class/Contract C000181168   Class A HYPSX
Class/Contract C000181169   Class I SAMHX
Class/Contract C000181170   Class R6 HYIZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057026   Virtus Seix Investment Grade Tax-Exempt Bond Fund
Class/Contract C000181173   Class A SISIX
Class/Contract C000181174   Class I STTBX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057029   Virtus Seix Short-Term Bond Fund
Class/Contract C000181180   Class A STSBX
Class/Contract C000181181   Class C SCBSX
Class/Contract C000181182   Class I SSBTX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057030   Virtus Seix Short-Term Municipal Bond Fund
Class/Contract C000181184   Class A SMMAX
Class/Contract C000181185   Class I CMDTX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057031   Virtus Seix Total Return Bond Fund
Class/Contract C000181187   Class A CBPSX
Class/Contract C000181188   Class I SAMFX
Class/Contract C000181189   Class R6 SAMZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057032   Virtus Seix U.S. Government Securities Ultra-Short Bond Fund
Class/Contract C000181192   Class I SIGVX
Class/Contract C000181193   Class R6 SIGZX
Class/Contract C000203236   Class A SSAGX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057033   Virtus Ceredex Mid-Cap Value Equity Fund
Class/Contract C000181196   Class A SAMVX
Class/Contract C000181197   Class C SMVFX
Class/Contract C000181198   Class I SMVTX
Class/Contract C000181199   Class R6 SMVZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057034   Virtus Seix U.S. Mortgage Fund
Class/Contract C000181200   Class A SLTMX
Class/Contract C000181201   Class C SCLFX
Class/Contract C000181202   Class I SLMTX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057035   Virtus Seix Ultra-Short Bond Fund
Class/Contract C000181204   Class I SISSX
Class/Contract C000203237   Class A SASSX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057037   Virtus Silvant Large-Cap Growth Stock Fund
Class/Contract C000181209   Class A STCIX
Class/Contract C000181211   Class I STCAX
Class/Contract C000181212   Class R6 STCZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057038   Virtus Silvant Small-Cap Growth Stock Fund
Class/Contract C000181214   Class A SCGIX
Class/Contract C000181216   Class I SSCTX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057039   Virtus SGA International Growth Fund
Class/Contract C000181219   Class A SCIIX
Class/Contract C000181220   Class I STITX
Class/Contract C000181221   Class R6 SCIZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057040   Virtus Zevenbergen Innovative Growth Stock Fund
Class/Contract C000181224   Class A SAGAX
Class/Contract C000181225   Class I SCATX
Class/Contract C000224214   Class R6 VZGRX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057041   Virtus Ceredex Small-Cap Value Equity Fund
Class/Contract C000181226   Class A SASVX
Class/Contract C000181227   Class C STCEX
Class/Contract C000181228   Class I SCETX
Class/Contract C000211610   Class R6 VVERX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057044   Virtus Seix Core Bond Fund
Class/Contract C000181238   Class A STGIX
Class/Contract C000181239   Class I STIGX
Class/Contract C000181240   Class R6 STGZX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057045   Virtus Seix Corporate Bond Fund
Class/Contract C000181243   Class A SAINX
Class/Contract C000181244   Class C STIFX
Class/Contract C000181245   Class I STICX
Class/Contract C000224215   Class R6 VRSBX
  Status Name Ticker Symbol
CIK 0001018593      
Series S000057046   Virtus Seix Floating Rate High Income Fund
Class/Contract C000181247   Class A SFRAX
Class/Contract C000181248   Class C SFRCX
Class/Contract C000181249   Class I SAMBX
Class/Contract C000181250   Class R6 SFRZX
  Status Name Ticker Symbol
CIK 0001589756      
Series S000050625   Virtus Duff & Phelps Select MLP and Energy Fund
Class/Contract C000159801   Class A VLPAX
Class/Contract C000159802   Class C VLPCX
Class/Contract C000159803   Class I VLPIX
  Status Name Ticker Symbol
CIK 0001589756      
Series S000063645   Virtus KAR Long/Short Equity Fund
Class/Contract C000206130   Class R6 VLSRX
Class/Contract C000206132   Class A VLSAX
Class/Contract C000206133   Class C VLSCX
Class/Contract C000206134   Class I VLSIX
Mailing Address ONE FINANCIAL PLAZA 26TH FLOOR HARTFORD CT 06103
Business Address 101 MUNSON STEET GREENFIELD MA 01301 800-243-1574
VIRTUS EQUITY TRUST (Filer) CIK: 0000034273 (see all company filings)

IRS No.: 036066130 | State of Incorp.: DE | Fiscal Year End: 0331
Type: DEF 14A | Act: 34 | File No.: 811-00945 | Film No.: 22948697

Mailing Address ONE FINANCIAL PLAZA 26TH FLOOR HARTFORD CT 06103
Business Address 101 MUNSON STREET GREENFIELD MA 01301 800-243-1574
VIRTUS OPPORTUNITIES TRUST (Filer) CIK: 0001005020 (see all company filings)

IRS No.: 000000000 | State of Incorp.: DE | Fiscal Year End: 0930
Type: DEF 14A | Act: 34 | File No.: 811-07455 | Film No.: 22948696

Mailing Address ONE FINANCIAL PLAZA 26TH FLOOR HARTFORD CT 06103
Business Address 101 MUNSON STREET GREENFIELD MA 01301 (800) 243-4361
VIRTUS ASSET TRUST (Filer) CIK: 0001018593 (see all company filings)

IRS No.: 956981193 | State of Incorp.: DE | Fiscal Year End: 1231
Type: DEF 14A | Act: 34 | File No.: 811-07705 | Film No.: 22948698

Mailing Address ONE FINANCIAL PLAZA 26TH FLOOR HARTFORD CT 06103
Business Address 101 MUNSON STREET GREENFIELD MA 01301 860.263.4790
VIRTUS ALTERNATIVE SOLUTIONS TRUST (Filer) CIK: 0001589756 (see all company filings)

IRS No.: 000000000 | State of Incorp.: DE | Fiscal Year End: 1031
Type: DEF 14A | Act: 34 | File No.: 811-22906 | Film No.: 22948695