0000930413-23-000687.txt : 20230228 0000930413-23-000687.hdr.sgml : 20230228 20230228083104 ACCESSION NUMBER: 0000930413-23-000687 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230228 DATE AS OF CHANGE: 20230228 EFFECTIVENESS DATE: 20230228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS ASSET TRUST CENTRAL INDEX KEY: 0001018593 IRS NUMBER: 956981193 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-08045 FILM NUMBER: 23678600 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: (800) 243-4361 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX ASSET TRUST DATE OF NAME CHANGE: 20060523 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX-KAYNE FUNDS DATE OF NAME CHANGE: 20021223 FORMER COMPANY: FORMER CONFORMED NAME: KAYNE ANDERSON RUDNICK MUTUAL FUNDS DATE OF NAME CHANGE: 20010226 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MERGER FUND CENTRAL INDEX KEY: 0000701804 IRS NUMBER: 146117490 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-76969 FILM NUMBER: 23678601 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: AYCO FUND DATE OF NAME CHANGE: 19890223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Virtus Investment Trust CENTRAL INDEX KEY: 0000867297 IRS NUMBER: 330457728 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-36528 FILM NUMBER: 23678604 BUSINESS ADDRESS: STREET 1: 101 MUNSON STEET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: ALLIANZ FUNDS DATE OF NAME CHANGE: 20050330 FORMER COMPANY: FORMER CONFORMED NAME: PIMCO FUNDS MULTI MANAGER SERIES DATE OF NAME CHANGE: 19970626 FORMER COMPANY: FORMER CONFORMED NAME: PIMCO FUNDS EQUITY ADVISORS SERIES DATE OF NAME CHANGE: 19960227 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Virtus Event Opportunities Trust CENTRAL INDEX KEY: 0001572617 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-187583 FILM NUMBER: 23678603 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: Westchester Capital Funds DATE OF NAME CHANGE: 20130320 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Virtus Strategy Trust CENTRAL INDEX KEY: 0001423227 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-148624 FILM NUMBER: 23678606 BUSINESS ADDRESS: STREET 1: 101 MUNSON STEET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: Allianz Funds Multi-Strategy Trust DATE OF NAME CHANGE: 20080109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS EQUITY TRUST CENTRAL INDEX KEY: 0000034273 IRS NUMBER: 036066130 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-16590 FILM NUMBER: 23678602 BUSINESS ADDRESS: STREET 1: 101 MUNSON STEET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX EQUITY TRUST DATE OF NAME CHANGE: 20040628 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX ABERDEEN WORLDWIDE OPPORTUNITIES FUND DATE OF NAME CHANGE: 19981215 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX WORLDWIDE OPPORTUNITIES FUND DATE OF NAME CHANGE: 19940505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS OPPORTUNITIES TRUST CENTRAL INDEX KEY: 0001005020 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-65137 FILM NUMBER: 23678605 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: ONE FINANCIAL PLAZA STREET 2: 26TH FLOOR CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX OPPORTUNITIES TRUST DATE OF NAME CHANGE: 20060127 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX SENECA FUNDS DATE OF NAME CHANGE: 19990122 FORMER COMPANY: FORMER CONFORMED NAME: SENECA FUNDS DATE OF NAME CHANGE: 19951218 0000034273 S000001386 Virtus KAR Global Quality Dividend Fund C000003700 CLASS A PPTAX C000003701 CLASS C PPTCX C000067139 Class I PIPTX C000215020 Class R6 VGQRX 0000034273 S000021170 Virtus KAR Small-Cap Growth Fund C000060263 Class A PSGAX C000060264 Class C PSGCX C000060265 Class I PXSGX C000199780 Class R6 VRSGX 0000034273 S000021172 Virtus KAR Small-Cap Core Fund C000060269 Class A PKSAX C000060271 Class C PKSCX C000060272 Class I PKSFX C000148845 Class R6 VSCRX 0000034273 S000021173 Virtus KAR Capital Growth Fund C000060273 Class A PSTAX C000060275 Class C SSTFX C000060276 Class I PLXGX C000199781 Class R6 VCGRX 0000034273 S000021177 Virtus KAR Equity Income Fund C000060285 Class A PDIAX C000060287 Class C PGICX C000060288 Class I PXIIX C000199782 Class R6 VECRX 0000034273 S000021179 VIRTUS TACTICAL ALLOCATION FUND C000060291 Class A NAINX C000060293 Class C POICX C000211088 Class I VTAIX C000224195 Class R6 VTARX 0000034273 S000021180 Virtus KAR Mid-Cap Growth Fund C000060294 Class A PHSKX C000060296 Class C PSKCX C000060297 Class I PICMX C000199783 Class R6 VRMGX 0000034273 S000021181 Virtus KAR Small-Cap Value Fund C000060298 Class A PQSAX C000060299 Class C PQSCX C000060300 Class I PXQSX C000176670 Class R6 VQSRX 0000034273 S000025925 Virtus KAR Mid-Cap Core Fund C000077895 Class A VMACX C000077896 Class C VMCCX C000077897 Class I VIMCX C000199784 Class R6 VRMCX 0000034273 S000061485 Virtus KAR Small-Mid Cap Core Fund C000199118 Class A VKSAX C000199119 Class C VKSCX C000199120 Class I VKSIX C000199121 Class R6 VKSRX 0000034273 S000064774 Virtus SGA Global Growth Fund C000209768 Class I SGAPX C000209769 Class R6 SGARX C000209770 Class A SGAAX C000209771 Class C SGACX 0000034273 S000065704 Virtus SGA Emerging Markets Growth Fund C000212523 Class R6 VESRX C000212524 Class A VAEGX C000212525 Class C VCEGX C000212526 Class I VIEGX 0000034273 S000070005 Virtus SGA New Leaders Growth Fund C000222901 Class R6 VNLRX C000222902 Class A VNLAX C000222903 Class C VNLCX C000222904 Class I VNLIX 0000034273 S000070232 Virtus KAR Small-Mid Cap Growth Fund C000223336 Class C VCKSX C000223337 Class I VIKSX C000223338 Class R6 VRKSX C000223339 Class A VAKSX 0000034273 S000072656 Virtus KAR Small-Mid Cap Value Fund C000229069 Class R6 VKSGX C000229070 Class A VKSDX C000229071 Class C VKSEX C000229072 Class I VKSFX 0000701804 S000005158 The Merger Fund C000014124 Class A MERFX C000129310 Class I MERIX 0000867297 S000007963 Virtus NFJ Dividend Value Fund C000021604 Administrative ANDAX C000021605 A PNEAX C000021607 C PNECX C000021609 Institutional NFJEX C000066127 P ADJPX C000135573 R6 ANDVX 0000867297 S000007964 Virtus NFJ International Value Fund C000021611 A AFJAX C000021612 C AFJCX C000021614 Institutional ANJIX C000066128 P AFVPX C000073581 Administrative AIVAX C000135574 R6 ANAVX 0000867297 S000007965 Virtus NFJ Large-Cap Value Fund C000021616 A PNBAX C000021618 C PNBCX C000021620 Institutional ANVIX C000034186 Administrative ALNFX C000066129 P ALCPX C000204677 R6 VAAGX 0000867297 S000007966 Virtus NFJ Small-Cap Value Fund C000021621 A PCVAX C000021622 Administrative PVADX C000021624 C PCVCX C000021626 Institutional PSVIX C000066130 P ASVPX C000135575 R6 ANFVX 0000867297 S000007968 Virtus NFJ Mid-Cap Value Fund C000021632 A PQNAX C000021633 Administrative PRAAX C000021635 C PQNCX C000021637 Institutional PRNIX C000098087 P ANRPX C000196957 Class R6 ANPRX 0000867297 S000007971 Virtus Silvant Focused Growth Fund C000021653 A PGWAX C000021654 Administrative PGFAX C000021656 C PGWCX C000021658 Institutional PGFIX C000066132 P AOGPX C000164304 R6 AFGFX 0000867297 S000007977 Virtus KAR Health Sciences Fund C000021683 A RAGHX C000021685 C RCGHX C000150255 Institutional Class HLHIX C000220799 P AAAEX 0000867297 S000007979 Virtus KAR Global Small-Cap Fund C000021688 A RGSAX C000021690 C RGSCX C000021692 Institutional DGSCX C000066137 P ARSPX 0000867297 S000007980 Virtus Zevenbergen Technology Fund C000021693 A RAGTX C000021694 Administrative DGTAX C000021696 C RCGTX C000021698 Institutional DRGTX C000066138 P ARTPX 0000867297 S000007984 Virtus Silvant Mid-Cap Growth Fund C000021714 A RMDAX C000021715 Administrative DRMAX C000021717 C RMDCX C000021719 Institutional DRMCX C000111282 Class P ARMPX 0000867297 S000012942 Virtus Emerging Markets Opportunities Fund C000034948 A AOTAX C000034949 C AOTCX C000034951 Institutional AOTIX C000066149 P AEMPX C000164305 R6 AEMOX 0000867297 S000015823 Virtus Income & Growth Fund C000043488 Class A AZNAX C000043489 Class C AZNCX C000043491 Institutional Class AZNIX C000066151 P AIGPX 0000867297 S000041383 Virtus Small-Cap Fund C000128360 Class A AZBAX C000128361 Class C AZBCX C000128362 Institutional Class AZBIX C000128363 Class P AZBPX C000164306 R6 ASCFX 0001005020 S000001336 Virtus Newfleet Core Plus Bond Fund C000003572 CLASS A SAVAX C000003574 CLASS C SAVCX C000003575 CLASS I SAVYX C000176707 Class R6 VBFRX 0001005020 S000018002 Virtus Duff & Phelps Real Estate Securities Fund C000049901 Class A PHRAX C000049903 Class C PHRCX C000049904 Class I PHRIX C000148854 Class R6 VRREX 0001005020 S000018005 Virtus Newfleet High Yield Fund C000049912 Class C PGHCX C000049913 Class A PHCHX C000119169 Class I PHCIX C000176708 Class R6 VRHYX 0001005020 S000018007 Virtus Newfleet Multi-Sector Intermediate Bond Fund C000049915 Class A NAMFX C000049917 Class C NCMFX C000081781 Class I VMFIX C000148855 Class R6 VMFRX 0001005020 S000018008 Virtus Newfleet Multi-Sector Short Term Bond Fund C000049918 Class A NARAX C000049920 Class C PSTCX C000049921 Class C1 PMSTX C000066828 Class I PIMSX C000176709 Class R6 VMSSX 0001005020 S000018009 Virtus Duff & Phelps Global Infrastructure Fund C000049922 Class A PGUAX C000049923 Class C PGUCX C000066829 Class I PGIUX C000199804 Class R6 VGIRX 0001005020 S000018969 Virtus Vontobel Foreign Opportunities Fund C000052519 Class A JVIAX C000052520 Class C JVICX C000052521 Class I JVXIX C000148857 Class R6 VFOPX 0001005020 S000018970 Virtus Duff & Phelps International Real Estate Securities Fund C000052522 Class A PXRAX C000052523 Class C PXRCX C000052524 Class I PXRIX 0001005020 S000018972 Virtus Vontobel Global Opportunities Fund C000052528 Class A NWWOX C000052530 Class C WWOCX C000119170 Class I WWOIX C000199805 Class R6 VRGOX 0001005020 S000018976 Virtus Duff & Phelps Real Asset Fund C000052537 Class A PDPAX C000052538 Class C PDPCX C000081785 Class I VADIX C000235246 Class R6 0001005020 S000020772 Virtus Newfleet Senior Floating Rate Fund C000058006 Class A PSFRX C000058007 Class C PFSRX C000058008 Class I PSFIX C000176710 Class R6 VRSFX 0001005020 S000025108 Virtus Duff & Phelps Global Real Estate Securities Fund C000074732 Class A VGSAX C000074733 Class C VGSCX C000074734 Class I VGISX C000176711 Class R6 VRGEX 0001005020 S000025110 Virtus Vontobel Greater European Opportunities Fund C000074738 Class A VGEAX C000074739 Class C VGECX C000074740 Class I VGEIX 0001005020 S000029390 Virtus FORT Trend Fund C000090272 Class A VAPAX C000090273 Class C VAPCX C000090274 Class I VAPIX C000148858 Class R6 VRPAX 0001005020 S000038118 Virtus KAR International Small-Mid Cap Fund C000117511 Class A VISAX C000117512 Class C VCISX C000117513 Class I VIISX C000148859 Class R6 VRISX 0001005020 S000042963 Virtus KAR Emerging Markets Small-Cap Fund C000133101 Class A VAESX C000133102 Class C VCESX C000133103 Class I VIESX C000215024 Class R6 VRESX 0001005020 S000055178 Virtus Vontobel Emerging Markets Opportunities Fund C000173499 Class A HEMZX C000173500 Class C PICEX C000173501 Class I HIEMX C000173502 Class R6 VREMX 0001005020 S000055179 Virtus Newfleet Low Duration Core Plus Bond Fund C000173503 Class A HIMZX C000173504 Class C PCMZX C000173505 Class I HIBIX C000210350 Class R6 VLDRX 0001005020 S000055180 Virtus Seix Tax-Exempt Bond Fund C000173506 Class I HXBIX C000173507 Class A HXBZX C000173508 Class C PXCZX 0001005020 S000072168 Virtus KAR Developing Markets Fund C000227964 Class C VDMCX C000227965 Class I VIDMX C000227966 Class R6 VDMRX C000227967 Class A VDMAX 0001005020 S000075276 Virtus Stone Harbor Emerging Markets Bond Fund C000234172 Class I SHCDX C000234173 Class A VSHAX 0001005020 S000075277 Virtus Stone Harbor Emerging Markets Debt Allocation Fund C000234174 Class A VSHBX C000234175 Class I SHADX 0001005020 S000075278 Virtus Stone Harbor Emerging Markets Debt Income Fund C000234176 Class I SHMDX C000234177 Class A VSHCX 0001005020 S000075279 Virtus Stone Harbor High Yield Bond Fund C000234178 Class I SHHYX C000234179 Class A VSHDX 0001005020 S000075280 Virtus Stone Harbor Local Markets Fund C000234180 Class I SHLMX C000234181 Class A VSHEX 0001005020 S000075281 Virtus Stone Harbor Strategic Income Fund C000234182 Class A VSHFX C000234183 Class I SHSIX 0001018593 S000057022 Virtus Ceredex Large-Cap Value Equity Fund C000181155 Class A SVIIX C000181156 Class C SVIFX C000181157 Class I STVTX C000181158 Class R6 STVZX 0001018593 S000057023 Virtus Seix High Grade Municipal Bond Fund C000181160 Class A SFLTX C000181161 Class I SCFTX 0001018593 S000057024 Virtus Seix High Income Fund C000181163 Class A SAHIX C000181164 Class I STHTX C000181165 Class R6 STHZX 0001018593 S000057025 Virtus Seix High Yield Fund C000181168 Class A HYPSX C000181169 Class I SAMHX C000181170 Class R6 HYIZX 0001018593 S000057026 Virtus Seix Investment Grade Tax-Exempt Bond Fund C000181173 Class A SISIX C000181174 Class I STTBX 0001018593 S000057031 Virtus Seix Total Return Bond Fund C000181187 Class A CBPSX C000181188 Class I SAMFX C000181189 Class R6 SAMZX 0001018593 S000057032 Virtus Seix U.S. Government Securities Ultra-Short Bond Fund C000181192 Class I SIGVX C000181193 Class R6 SIGZX C000203236 Class A SSAGX 0001018593 S000057033 Virtus Ceredex Mid-Cap Value Equity Fund C000181196 Class A SAMVX C000181197 Class C SMVFX C000181198 Class I SMVTX C000181199 Class R6 SMVZX 0001018593 S000057035 Virtus Seix Ultra-Short Bond Fund C000181204 Class I SISSX C000203237 Class A SASSX 0001018593 S000057037 Virtus Silvant Large-Cap Growth Stock Fund C000181209 Class A STCIX C000181211 Class I STCAX C000181212 Class R6 STCZX 0001018593 S000057039 Virtus SGA International Growth Fund C000181219 Class A SCIIX C000181220 Class I STITX C000181221 Class R6 SCIZX 0001018593 S000057040 Virtus Zevenbergen Innovative Growth Stock Fund C000181224 Class A SAGAX C000181225 Class I SCATX C000224214 Class R6 VZGRX 0001018593 S000057041 Virtus Ceredex Small-Cap Value Equity Fund C000181226 Class A SASVX C000181227 Class C STCEX C000181228 Class I SCETX C000211610 Class R6 VVERX 0001018593 S000057044 Virtus Seix Core Bond Fund C000181238 Class A STGIX C000181239 Class I STIGX C000181240 Class R6 STGZX 0001018593 S000057045 Virtus Seix Corporate Bond Fund C000181243 Class A SAINX C000181244 Class C STIFX C000181245 Class I STICX C000224215 Class R6 VRSBX 0001018593 S000057046 Virtus Seix Floating Rate High Income Fund C000181247 Class A SFRAX C000181248 Class C SFRCX C000181249 Class I SAMBX C000181250 Class R6 SFRZX 0001423227 S000021463 Virtus Duff & Phelps Water Fund C000061366 Class A AWTAX C000061367 Class C AWTCX C000061369 Class P AWTPX C000066034 Institutional Class AWTIX 0001423227 S000025374 Virtus Global Allocation Fund C000075793 Class C PALCX C000075795 Class P AGAPX C000075797 Institutional Class PALLX C000075798 Administrative Class AGAMX C000075799 Class A PALAX C000160541 Class R6 AGASX 0001423227 S000028359 Virtus Convertible Fund C000086658 Class A ANZAX C000086659 Class C ANZCX C000086661 Institutional Class ANNPX C000086662 Class P ANCMX C000086663 Administrative Class ANNAX C000235255 Class R6 VAADX 0001423227 S000028360 Virtus Seix High Yield Income Fund C000086666 Institutional Class AYBIX C000086667 Class P AYBPX C000086668 Administrative Class AYBVX C000086670 Class A AYBAX C000086671 Class C AYBCX 0001423227 S000028361 Virtus International Small-Cap Fund C000086672 Class A AOPAX C000086673 Class C AOPCX C000086675 Institutional Class ALOIX C000086676 Class P ALOPX C000165874 Class R6 AIISX 0001423227 S000033713 Virtus Newfleet Short Duration High Income Fund C000103876 Class A ASHAX C000103877 Class C ASHCX C000103878 Institutional Class ASHIX C000103879 Class P ASHPX C000177646 Class R6 ASHSX 0001423227 S000038497 Virtus NFJ Emerging Markets Value Fund C000118780 Institutional Class AZMIX C000118781 Class P AZMPX C000118783 Class A AZMAX C000118784 Class C AZMCX 0001423227 S000047250 Virtus NFJ Global Sustainability Fund C000148056 Class A ASUAX C000148057 Institutional Class ASTNX C000148058 Class P ASTPX 0001572617 S000040968 Virtus Westchester Event-Driven Fund C000127094 Class A WCERX C000127095 Class I WCEIX 0001572617 S000059351 Virtus Westchester Credit Event Fund C000194735 Class I WCFIX C000194736 Class A WCFRX 497 1 c105757_497.htm

The Merger Fund®

Virtus Asset Trust

Virtus Event Opportunities Trust

Supplement dated February 28, 2023 to the Statutory Prospectuses and the Statements of Additional Information (each, an “SAI”), each dated April 28, 2022, as supplemented

 

Virtus Equity Trust

Supplement dated February 28, 2023 to the Statutory Prospectus and the SAI,

each dated January 28, 2023

 

Virtus Investment Trust

Supplement dated February 28, 2023 to the Statutory Prospectus and the SAI,

each dated October 28, 2022, as supplemented

 

Virtus Opportunities Trust

Virtus Strategy Trust

Supplement dated February 28, 2023 to the Statutory Prospectuses and the SAIs pertaining to all series of Virtus Strategy Trust and to all series of Virtus Opportunities Trust other than Virtus Stone Harbor Emerging Markets Bond Fund, Virtus Stone Harbor Emerging Markets Debt Allocation Fund, Virtus Stone Harbor Emerging Markets Debt Income Fund, Virtus Stone Harbor High Yield Bond Fund, Virtus Stone Harbor Local Markets Fund and Virtus Stone Harbor Strategic Income Fund,

each dated January 27, 2023

 

Virtus Opportunities Trust

Supplement dated February 28, 2023 to the Virtus Opportunities Trust Statutory Prospectus and the SAI, each dated January 28, 2023, pertaining to Virtus Stone Harbor Emerging Markets Bond Fund,

Virtus Stone Harbor Emerging Markets Debt Allocation Fund, Virtus Stone Harbor Emerging Markets Debt Income Fund, Virtus Stone Harbor High Yield Bond Fund, Virtus Stone Harbor Local Markets Fund and Virtus Stone Harbor Strategic Income Fund, as supplemented

 

Important Notice

 

Effective February 23, 2023, the mailing addresses for Virtus Mutual Funds have changed. All references to those addresses previously listed in Providence, RI are hereby changed to: Virtus Mutual Funds, P.O. Box 534470, Pittsburgh, PA 15253-4470, and all express delivery addresses previously listed in Westborough, MA are hereby changed to: Virtus Mutual Funds, Attn. 534470 AIM 154-0520, 500 Ross Street, Pittsburgh, PA 15262.

 

 

 

Investors should retain this supplement with the Prospectuses and SAIs for future reference.

 

 

VMF Address Change (02/2023)