0001193125-12-392357.txt : 20120914 0001193125-12-392357.hdr.sgml : 20120914 20120914140306 ACCESSION NUMBER: 0001193125-12-392357 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20120914 DATE AS OF CHANGE: 20120914 EFFECTIVENESS DATE: 20120914 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: 121092173 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 800-243-1574 MAIL ADDRESS: STREET 1: 100 PEARL STREET 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 0001005020 S000001336 VIRTUS BOND FUND C000003572 CLASS A SAVAX C000003573 CLASS B SAVBX C000003574 CLASS C SAVCX C000003575 CLASS I SAVYX 0001005020 S000018001 VIRTUS CA TAX-EXEMPT BOND FUND C000049899 Class A CTESX C000049900 Class I CTXEX 0001005020 S000018002 VIRTUS REAL ESTATE SECURITIES FUND C000049901 Class A PHRAX C000049902 Class B PHRBX C000049903 Class C PHRCX C000049904 Class I PHRIX 0001005020 S000018005 VIRTUS HIGH YIELD FUND C000049911 Class B PHCCX C000049912 Class C PGHCX C000049913 Class A PHCHX C000119169 Class I 0001005020 S000018007 VIRTUS MULTI-SECTOR FIXED INCOME FUND C000049915 Class A NAMFX C000049916 Class B NBMFX C000049917 Class C NCMFX C000081781 Class I VMFIX 0001005020 S000018008 VIRTUS MULTI-SECTOR SHORT TERM BOND FUND C000049918 Class A NARAX C000049919 Class B PBARX C000049920 Class C PSTCX C000049921 Class T PMSTX C000066828 Class I Shares PIMSX 0001005020 S000018009 VIRTUS GLOBAL INFRASTRUCTURE FUND C000049922 Class A PGUAX C000049923 Class C PGUCX C000066829 Class I Shares PGIUX 0001005020 S000018010 VIRTUS DYNAMIC ALPHASECTOR FUND C000049924 Class A EMNAX C000049925 Class B EMNBX C000049926 Class C EMNCX C000081782 Class I VIMNX 0001005020 S000018969 VIRTUS FOREIGN OPPORTUNITIES FUND C000052519 Class A JVIAX C000052520 Class C JVICX C000052521 Class I JVXIX 0001005020 S000018970 VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND C000052522 Class A PXRAX C000052523 Class C PXRCX C000052524 Class I PXRIX 0001005020 S000018972 VIRTUS GLOBAL OPPORTUNITIES FUND C000052528 Class A NWWOX C000052529 Class B WWOBX C000052530 Class C WWOCX C000119170 Class I 0001005020 S000018974 VIRTUS ALPHASECTOR ROTATION FUND C000052533 Class A PWBAX C000052534 Class C PWBCX C000081783 Class I VARIX 0001005020 S000018976 VIRTUS ALTERNATIVES DIVERSIFIER FUND C000052537 Class A PDPAX C000052538 Class C PDPCX C000081785 Class I VADIX 0001005020 S000020772 VIRTUS SENIOR FLOATING RATE FUND C000058006 Class A PSFRX C000058007 Class C PFSRX C000058008 Class I PSFIX 0001005020 S000025108 Virtus Global Real Estate Securities Fund C000074732 Class A VGSAX C000074733 Class C VGSCX C000074734 Class I VGISX 0001005020 S000025109 Virtus Greater Asia ex Japan Opportunities Fund C000074735 Class A VGAAX C000074736 Class C VGACX C000074737 Class I VGAIX 0001005020 S000025110 Virtus Greater European Opportunities Fund C000074738 Class A VGEAX C000074739 Class C VGECX C000074740 Class I VGEIX 0001005020 S000029390 Virtus Premium AlphaSector Fund C000090272 Class A VAPAX C000090273 Class C VAPCX C000090274 Class I VAPIX 0001005020 S000030077 Virtus International Equity Fund C000092267 Class A VIEAX C000092268 Class C VIECX C000092269 Class I VIIEX 0001005020 S000030643 Virtus Global Commodities Stock Fund C000094976 Class A VGCAX C000094977 Class C VGCCX C000094978 Class I VGCIX 0001005020 S000031600 Virtus Allocator Premium AlphaSector Fund C000098360 Class A VAAAX C000098361 Class C VAACX C000098362 Class I VAISX 0001005020 S000031601 Virtus Global Premium AlphaSector Fund C000098363 Class A VGPAX C000098364 Class C VGPCX C000098365 Class I VGPIX 0001005020 S000038114 Virtus Emerging Markets Debt Fund C000117499 Class A C000117500 Class C C000117501 Class I 0001005020 S000038115 Virtus Emerging Markets Equity Income Fund C000117502 Class A C000117503 Class C C000117504 Class I 0001005020 S000038116 Virtus Herzfeld Fund C000117505 Class A C000117506 Class C C000117507 Class I 0001005020 S000038117 Virtus Wealth Masters Fund C000117508 Class A C000117509 Class C C000117510 Class I 0001005020 S000038118 Virtus International Small-Cap Fund C000117511 Class A C000117512 Class C C000117513 Class I 497 1 d412192d497.htm VIRTUS OPPORTUNITIES FUND Virtus Opportunities Fund

Virtus Equity Trust

Supplement dated September 14, 2012 to the Statutory Prospectus

dated July 31, 2012

Virtus Insight Trust

Supplement dated September 14, 2012 to the Statutory Prospectus

dated May 1, 2012, as supplemented

Virtus Opportunities Trust

Supplement dated September 14, 2012 to the Statutory Prospectus

dated January 31, 2012, as supplemented and revised

IMPORTANT NOTICE TO INVESTORS

The paragraph describing Class I Shares under the subheading “What arrangement is best for you?” in the section “Sales Charges” is hereby replaced in its entirety with the following:

Class I Shares are offered primarily to clients of financial intermediaries that (i) charge such clients an ongoing fee for advisory, investment, consulting, or similar services; or (ii) have entered into an agreement with the distributor to offer Class I Shares through a no-load network or platform. Such clients may include pension and profit sharing plans, other employee benefit trusts, endowments, foundations and corporations. Class I Shares are also offered to private and institutional clients of, or referred by, the Adviser, the Subadvisers, or their affiliates, and to Trustees of the funds and trustees/directors of affiliated open- and closed-end funds, and directors, officers and employees of Virtus and its affiliates. If you are eligible to purchase and do purchase Class I Shares, you will pay no sales charge at any time. There are no distribution and service fees applicable to Class I Shares. For additional information about purchasing Class I Shares, please contact Mutual Fund Services by calling (800) 243-1573.

Investors should retain this supplement with the SAI for future reference.

 

 

 

VET&VIT&VOT ClassI (9/12)

Virtus Equity Trust

Supplement dated September 14, 2012 to the Statement of

Additional Information (“SAI”) dated July 31, 2012

Virtus Insight Trust

Supplement dated September 14, 2012 to the SAI dated May 1, 2012, as supplemented

Virtus Opportunities Trust

Supplement dated September 14, 2012 to the SAI dated August 28, 2012

IMPORTANT NOTICE TO INVESTORS

In the section “How to Buy Shares,” the first paragraph is hereby replaced in its entirety with the following:

For Class A Shares and Class C Shares, the minimum initial investment is $2,500 and the minimum subsequent investment is $100. For Class I Shares, the minimum investment is $100,000 and there is no subsequent minimum investment. However, both the minimum initial and subsequent investment amounts are $100 for investments pursuant to the “Systematic Purchase” plan, a bank draft investing program administered by the Distributor, or pursuant to the Systematic Exchange privilege or for an individual retirement account (“IRA”). In addition, there are no subsequent minimum investment amounts in connection with the reinvestment of dividend or capital gain distributions. For purchases of Class I Shares by (i) private clients of the Adviser, Subadviser, and their affiliates; (ii) through certain programs and defined contribution plans with which the Distributor has an arrangement; or (iii) by Trustees of the funds and trustees/directors of affiliated open- and closed-end funds, and directors, officers, and employees of Virtus and its affiliates, the minimum initial investment is waived. Completed applications for the purchase of shares should be mailed to: Virtus Mutual Funds, P.O. Box 9874, Providence, RI 02940-8074.

The paragraph under the subheading “Class I Shares” in the section “Alternative Purchase Arrangements” is hereby replaced in its entirety with the following:

Class I Shares are offered primarily to clients of financial intermediaries that (i) charge such clients an ongoing fee for advisory, investment, consulting, or similar services; or (ii) have entered into an agreement with the distributor to offer Class I Shares through a no-load network or platform. Such clients may include pension and profit sharing plans, other employee benefit trusts, endowments, foundations and corporations. Class I Shares are also offered to private and institutional clients of, or referred by, the Adviser, the Subadvisers or their affiliates, and to Trustees of the funds and trustees/directors of affiliated open- and closed-end funds, and directors, officers and employees of Virtus and its affiliates.

Investors should retain this supplement with the SAI for future reference.

 

VET&VIT&VOT SAI ClassI (9/12)