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Variable Insurance Trust

The Virtus Variable Insurance Trust Funds invest across a wide range of investment strategies, many of which provide specific solutions for changing client needs. Please or call Virtus at 860-263-4889 with additional questions.

 
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  • Name
  • CUSIP
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NAV as of
Name AssetClass Name CUSIP Price Change % Change $ YTD    % Morningstar Rating™
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Investment Partner
Name AssetClass Name CUSIP Price Change % Change $ YTD % Morningstar Rating ™ Investment Partner
NAV as of Market Performance as of
Name AssetClass Name CUSIP 1 Yr 3 Yr 5 Yr 10 Yr Since Inception 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception Date Fund Manager Morningstar ™
Name AssetClass Name CUSIP 1 Yr 3 Yr 5 Yr 10 Yr Since Inception 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception Date Fund Manager Morningstar ™
NAV as of Market Performance as of
Name AssetClass Name CUSIP 1 Yr 3 Yr 5 Yr 10 Yr Since Inception 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception Date Fund Manager Morningstar ™
Name AssetClass Name CUSIP 1 Yr 3 Yr 5 Yr 10 Yr Since Inception 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception Date Fund Manager Morningstar ™

Performance data quoted represents past results. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Investment return and principal value will fluctuate, so your shares, when redeemed, may be worth more or less than their original cost.

Returns for periods of less than one year are cumulative total returns.

The investments for the Series are managed by the same portfolio manager(s) who manage one or more other funds that have similar names, investment objectives and investment styles as the Series. You should be aware that the Series is likely to differ from the other mutual funds in size, cash flow pattern and tax matters. Accordingly, the holdings and performance of the Series can be expected to vary from those of the other mutual funds.

Shares of the separate Series of Virtus Variable Insurance Trust are sold only through the currently effective prospectuses and are not available to the general public. Shares of the VIT Series may be purchased only by life insurance companies to be used with their separate accounts which fund variable annuity and variable life insurance policies or qualified retirement plans and are also available as an underlying investment fund for certain qualified retirement plans. The performance information for the Series does not reflect fees and expenses of the insurance companies. If such fees and expenses were deducted, performance would be lower.

Morningstar Disclosures:
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accouts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 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. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Please carefully consider the investment objectives, risks, charges, and expenses of the Series before investing. For this and other information about any Virtus Variable Insurance Trust Series, call 1-800-367-5877 or visit Virtus.com for a prospectus and/or summary prospectus. Read it carefully before you invest or send money.

Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.