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Product Asset Class Investment Partners Symbol Fact Sheet Annual Report SAI Semiannual Report Summary Prospectus Statutory Prospectus
View Virtus Strategic Allocation Fund
Asset Allocation Duff & Phelps Investment Management Co. PHBLX 92828N403 PSBCX 92828N601 NA
View Virtus KAR Capital Growth Fund
Equity Kayne Anderson Rudnick Investment Management, LLC PSTAX 92828N510 SSTFX 92828N486 PLXGX 92828N478 NA
View Virtus Tactical Allocation Fund
Asset Allocation Duff & Phelps Investment Management Co. NAINX 92828N791 POICX 92828N775 NA
View Virtus KAR Mid-Cap Growth Fund
Equity Kayne Anderson Rudnick Investment Management, LLC PHSKX 92828N767 PSKCX 92828N742 PICMX 92828N734 NA
View Virtus Vontobel Global Opportunities Fund
International/Global Vontobel Asset Management NWWOX 92828R446 WWOCX 92828R420 WWOIX 92828W775 NA
View Virtus Duff & Phelps Real Estate Securities Fund
Alternative Duff & Phelps Investment Management Co. PHRAX 92828R586 PHRCX 92828R560 PHRIX 92828R552 VRREX 92828W528 NA
View Virtus Newfleet High Yield Fund
Fixed Income Newfleet Asset Management, LLC PHCHX 92828R784 PGHCX 92828R768 PHCIX 92828W767 VRHYX 92828W262 NA
View Virtus Newfleet Multi-Sector Intermediate Bond Fund
Fixed Income Newfleet Asset Management, LLC NAMFX 92828R677 NCMFX 92828R651 VMFIX 92828R289 VMFRX 92828W544 NA
View Virtus Newfleet CA Tax-Exempt Bond Fund
Fixed Income Newfleet Asset Management, LLC CTESX 92828R503 CTXEX 92828R602 NA
View Virtus Newfleet Multi-Sector Short Term Bond Fund
Fixed Income Newfleet Asset Management, LLC NARAX 92828R644 PSTCX 92828R628 PMSTX 92828R594 PIMSX 92828R610 VMSSX 92828W247 NA
View Virtus Rampart Enhanced Core Equity Fund
Equity Rampart Investment Management Company, LLC PDIAX 92828N874 PGICX 92828N858 PXIIX 92828N841 NA
View Virtus Newfleet Bond Fund
Fixed Income Newfleet Asset Management, LLC SAVYX 92828R404 SAVAX 92828R107 SAVCX 92828R305 VBFRX 92828W270 NA
View Virtus KAR Small-Cap Core Fund
Equity Kayne Anderson Rudnick Investment Management, LLC PKSFX 92828N528 PKSAX 92828N551 PKSCX 92828N536 VSCRX 92828N429 NA
View Virtus Rampart Sector Trend Fund
Equity Rampart Investment Management Company, LLC PWBAX 92828R487 PWBCX 92828R479 VARIX 92828R271 NA NA
View Virtus Contrarian Value Fund
Equity Sasco Capital, Inc. FMIVX 92828N726 FMICX 92828N718 PIMVX 92828N692 VMVRX 92828N437 NA NA
View Virtus Duff & Phelps Global Infrastructure Fund
Alternative Duff & Phelps Investment Management Co. PGUAX 92828R826 PGUCX 92828R818 PGIUX 92828R792 NA
View Virtus Vontobel Foreign Opportunities Fund
International/Global Vontobel Asset Management JVIAX 92828R859 JVICX 92828R842 JVXIX 92828R834 VFOPX 92828W569 NA
View Virtus KAR Global Quality Dividend Fund
International/Global Kayne Anderson Rudnick Investment Management, LLC PPTAX 92828N460 PPTCX 92828N452 PIPTX 92828N445 NA
View Virtus Rampart Alternatives Diversifier Fund
Alternative Rampart Investment Management Company, LLC PDPAX 92828R875 PDPCX 92828R867 VADIX 92828R313 NA NA
View Virtus Vontobel Emerging Markets Opportunities Fund
International/Global Vontobel Asset Management HEMZX 92828W387 PICEX 92828W379 HIEMX 92828W361 VREMX 92828W353 NA
View Virtus Newfleet Low Duration Income Fund
Fixed Income Newfleet Asset Management, LLC HIMZX 92828W346 PCMZX 92828W338 HIBIX 92828W320 NA
View Virtus Newfleet Tax-Exempt Bond Fund
Fixed Income Newfleet Asset Management, LLC HXBZX 92828W312 PXCZX 92828W296 HXBIX 92828W288 NA
View Virtus KAR Small-Cap Growth Fund
Equity Kayne Anderson Rudnick Investment Management, LLC PSGAX 92828N627 PSGCX 92828N619 PXSGX 92828N593 NA
View Virtus KAR Small-Cap Value Fund
Equity Kayne Anderson Rudnick Investment Management, LLC PQSAX 92828N684 PQSCX 92828N676 PXQSX 92828N668 VQSRX 92828N411 NA
View Virtus Duff & Phelps International Real Estate Securities Fund
Alternative Duff & Phelps Investment Management Co. PXRAX 92828R750 PXRCX 92828R743 PXRIX 92828R735 NA
View Virtus Newfleet Senior Floating Rate Fund
Fixed Income Newfleet Asset Management, LLC PSFRX 92828R545 PFSRX 92828R537 PSFIX 92828R529 VRSFX 92828W254 NA
View Virtus Duff & Phelps Global Real Estate Securities Fund
Alternative Duff & Phelps Investment Management Co. VGSAX 92828R412 VGSCX 92828R396 VGISX 92828R388 VRGEX 92828W239 NA
View Virtus Vontobel Greater European Opportunities Fund
International/Global Vontobel Asset Management VGEAX 92828R347 VGECX 92828R339 VGEIX 92828R321 NA
View Virtus KAR Mid-Cap Core Fund
Equity Kayne Anderson Rudnick Investment Management, LLC VMACX 92828N114 VMCCX 92828N122 VIMCX 92828N130 NA
View Virtus Rampart Equity Trend Fund
Equity Rampart Investment Management Company, LLC VAPAX 92828R255 VAPCX 92828R248 VAPIX 92828R230 VRPAX 92828W536 NA NA
View Virtus Duff & Phelps International Equity Fund
International/Global Duff & Phelps Investment Management Co. VIEAX 92828R222 VIECX 92828R214 VIIEX 92828R198 NA
View Virtus Rampart Multi-Asset Trend Fund
Asset Allocation Rampart Investment Management Company, LLC VAAAX 92828R180 VAACX 92828R172 VAISX 92828R164 NA NA
View Virtus Rampart Global Equity Trend Fund
International/Global Rampart Investment Management Company, LLC VGPAX 92828R156 VGPCX 92828R149 VGPIX 92828R131 NA NA
View Virtus Herzfeld Fund
Asset Allocation Thomas J. Herzfeld Advisors VHFAX 92828W874 VHFCX 92828W866 VHFIX 92828W858 NA NA
View Virtus KAR International Small-Cap Fund
International/Global Kayne Anderson Rudnick Investment Management, LLC VISAX 92828W841 VCISX 92828W833 VIISX 92828W825 VRISX 92828W551 NA
View Virtus Horizon Wealth Masters Fund
Equity Horizon Asset Management VWMAX 92828W817 VWMCX 92828W791 VWMIX 92828W783 NA
View Virtus Rampart Low Volatility Equity Fund
Equity Rampart Investment Management Company, LLC VLVAX 92828W650 VLVCX 92828W643 VLVIX 92828W635 NA
View Virtus KAR Emerging Markets Small-Cap Fund
International/Global Kayne Anderson Rudnick Investment Management, LLC VAESX 92828W627 VCESX 92828W619 VIESX 92828W593 NA
View Virtus Horizon International Wealth Masters Fund
International/Global Horizon Asset Management VIWAX 92828W510 VIWCX 92828W494 VWIIX 92828W585 NA
View Virtus Newfleet Credit Opportunities Fund
Fixed Income Newfleet Asset Management, LLC VCOAX 92835M760 VCOCX 92835M752 VCOIX 92835M745 VRCOX 92835M737 NA
View Virtus Aviva Multi-Strategy Target Return Fund
Alternative Aviva Investors Americas LLC VMSAX 92835M794 VCMSX 92835M786 VMSIX 92835M778 VMSRX 92835M687
View Virtus Duff & Phelps Select MLP and Energy Fund
Alternative Duff & Phelps Investment Management Co. VLPAX 92835M729 VLPCX 92835M711 VLPIX 92835M695 NA
View Virtus DFA 2015 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VARTX 92836F103 VDFIX 92836F202 VDFRX 92836F301 NA
View Virtus DFA 2020 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VATDX 92836F400 VDTIX 92836F509 VDRRX 92836F608 NA
View Virtus DFA 2025 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VDAAX 92836F707 VITDX 92836F806 VRDFX 92836F889 NA
View Virtus DFA 2030 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VDFAX 92836F871 VRITX 92836F863 VRRDX 92836F855 NA
View Virtus DFA 2035 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VRTAX 92836F848 VTDIX 92836F830 VRRTX 92836F822 NA
View Virtus DFA 2040 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VTARX 92836F814 VIDFX 92836F798 VRTRX 92836F780 NA
View Virtus DFA 2045 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VTATX 92836F772 VTIDX 92836F764 VTDRX 92836F756 NA
View Virtus DFA 2050 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VTDAX 92836F749 VTIRX 92836F731 VTRTX 92836F723 NA
View Virtus DFA 2055 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VTRAX 92836F715 VTITX 92836F699 VRDTX 92836F681 NA
View Virtus DFA 2060 Target Date Retirement Income Fund
Target Date Dimensional Fund Advisors VTTAX 92836F673 VTTIX 92836F665 VTTRX 92836F657 NA
View Virtus Ceredex Large-Cap Value Equity Fund
Equity Ceredex Value Advisors LLC SVIIX 92837F524 SVIFX 92837F516 STVTX 92837F490 STVZX 92837F482 NA NA
View Virtus Ceredex Mid-Cap Value Equity Fund
Equity Ceredex Value Advisors LLC SAMVX 92837F474 SMVFX 92837F466 SMVTX 92837F458 SMVZX 92837F441 NA NA
View Virtus Ceredex Small-Cap Value Equity Fund
Equity Ceredex Value Advisors LLC SASVX 92837F433 STCEX 92837F425 SCETX 92837F417 NA NA
View Virtus Silvant Large-Cap Growth Stock Fund
Equity Silvant Capital Management LLC STCIX 92837F391 STCFX 92837F383 STCAX 92837F375 STCZX 92837F367 NA NA
View Virtus Silvant Small-Cap Growth Stock Fund
Equity Silvant Capital Management LLC SCGIX 92837F359 SSCFX 92837F342 SSCTX 92837F334 SCGZX 92837F326 NA NA
View Virtus Zevenbergen Innovative Growth Stock Fund
Equity Zevenbergen Capital Investments LLC SAGAX 92837F318 SCATX 92837F292 NA NA
View Virtus WCM International Equity Fund
International/Global WCM Investment Management SCIIX 92837F284 STITX 92837F276 SCIZX 92837F268 NA NA
View Virtus Conservative Allocation Strategy Fund
Asset Allocation Virtus Fund Advisers, LLC SVCAX 92837F250 SCCLX 92837F243 SCCTX 92837F235 NA NA
View Virtus Growth Allocation Strategy Fund
Asset Allocation Virtus Fund Advisers, LLC SGIAX 92837F227 SGILX 92837F219 CLVGX 92837F193 NA NA
View Virtus Seix Core Bond Fund
Fixed Income Seix Investment Advisors LLC STGIX 92837F102 STIGX 92837F300 STGZX 92837F409 SCIGX 92837F201 NA NA
View Virtus Seix Corporate Bond Fund
Fixed Income Seix Investment Advisors LLC SAINX 92837F508 STIFX 92837F607 STICX 92837F706 NA NA
View Virtus Seix Total Return Bond Fund
Fixed Income Seix Investment Advisors LLC CBPSX 92837F805 SAMFX 92837F870 SAMZX 92837F862 SCBLX 92837F888 NA NA
View Virtus Seix U.S. Mortgage Fund
Fixed Income Seix Investment Advisors LLC SLTMX 92837F185 SCLFX 92837F177 SLMTX 92837F169 NA NA
View Virtus Seix Limited Duration Fund
Fixed Income Seix Investment Advisors LLC SAMLX 92837F151 NA NA
View Virtus Seix Short-Term Bond Fund
Fixed Income Seix Investment Advisors LLC STSBX 92837F854 SCBSX 92837F847 SSBTX 92837F839 NA NA
View Virtus Seix U.S. Government Securities Ultra-Short Bond Fund
Fixed Income Seix Investment Advisors LLC SIGVX 92837F821 SIGZX 92837F813 NA NA
View Virtus Seix Ultra-Short Bond Fund
Fixed Income Seix Investment Advisors LLC SISSX 92837F797 NA NA
View Virtus Seix Floating Rate High Income Fund
Fixed Income Seix Investment Advisors LLC SFRAX 92837F789 SFRCX 92837F771 SAMBX 92837F763 SFRZX 92837F755 NA NA
View Virtus Seix High Income Fund
Fixed Income Seix Investment Advisors LLC SAHIX 92837F748 STHTX 92837F722 STHZX 92837F714 STHIX 92837F730 NA NA
View Virtus Seix High Yield Fund
Fixed Income Seix Investment Advisors LLC HYPSX 92837F698 SAMHX 92837F672 HYIZX 92837F664 HYLSX 92837F680 NA NA
View Virtus Seix Georgia Tax-Exempt Bond Fund
Fixed Income Seix Investment Advisors LLC SGTEX 92837F656 SGATX 92837F649 NA NA
View Virtus Seix High Grade Municipal Bond Fund
Fixed Income Seix Investment Advisors LLC SFLTX 92837F631 SCFTX 92837F623 NA NA
View Virtus Seix Investment Grade Tax-Exempt Bond Fund
Fixed Income Seix Investment Advisors LLC SISIX 92837F615 STTBX 92837F599 NA NA
View Virtus Seix North Carolina Tax-Exempt Bond Fund
Fixed Income Seix Investment Advisors LLC SNCIX 92837F581 CNCFX 92837F573 NA NA
View Virtus Seix Short-Term Municipal Bond Fund
Fixed Income Seix Investment Advisors LLC SMMAX 92837F565 CMDTX 92837F557 NA NA
View Virtus Seix Virginia Intermediate Municipal Bond Fund
Fixed Income Seix Investment Advisors LLC CVIAX 92837F540 CRVTX 92837F532 NA NA
Name Asset Class Investment Partners CUSIP Fact Sheet Annual Report SAI Semiannual Report Summary Prospectus Statutory Prospectus