0001571049-16-013917.txt : 20160414 0001571049-16-013917.hdr.sgml : 20160414 20160414170450 ACCESSION NUMBER: 0001571049-16-013917 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160414 DATE AS OF CHANGE: 20160414 EFFECTIVENESS DATE: 20160414 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: 161572369 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 S000018002 VIRTUS REAL ESTATE SECURITIES FUND C000049901 Class A PHRAX C000049902 Class B PHRBX C000049903 Class C PHRCX C000049904 Class I PHRIX C000148854 Class R6 VRREX 0001005020 S000018972 VIRTUS GLOBAL OPPORTUNITIES FUND C000052528 Class A NWWOX C000052529 Class B WWOBX C000052530 Class C WWOCX C000119170 Class I WWOIX 0001005020 S000029390 Virtus Equity Trend Fund C000090272 Class A VAPAX C000090273 Class C VAPCX C000090274 Class I VAPIX C000148858 Class R6 VRPAX 0001005020 S000042963 Virtus Emerging Markets Small-Cap Fund C000133101 Class A VAESX C000133102 Class C VCESX C000133103 Class I VIESX 497 1 t1601015.htm VIRTUS OPPORTUNITIES TRUST

 

Virtus Emerging Markets Small-Cap Fund, Virtus Equity Trend Fund,

Virtus Global Opportunities Fund and Virtus Real Estate Securities Fund,

each a series of Virtus Opportunities Trust

 

Supplement dated April 14, 2016 to the Summary and Statutory Prospectuses dated January 28, 2016

 

 

Important Notice to Investors

 

 

Virtus Emerging Markets Small-Cap Fund

 

The section “Performance Information” in the fund’s summary prospectus and in the summary section of the fund’s statutory prospectus, the bar chart showing Calendar Year Total Returns for Class A Shares and is hereby amended by restating the 2015 return as -16.78%.

 

Additionally, the table showing Average Annual Total Returns is hereby replaced in its entirety with the following:

 

 

 

 

1 Year

Class I

Since
Inception

(12/17/13)

Class A
Return Before Taxes -21.57% -11.23%
Return After Taxes on Distributions -21.30% -11.53%
Return After Taxes on Distributions and Sale of Fund Shares

-11.30%

-8.11%

Class C
Return Before Taxes -17.30% -9.25%
Class I
Return Before Taxes -16.51% -8.37%
S&P 500 Index (reflects no deduction of fees, expenses or taxes)

 

1.38%

 

9.23%

MSCI Emerging Markets Small Cap Index (net) (reflects no deduction of fees, expenses or taxes)

-6.85%

-2.11%

 

 

Virtus Equity Trend Fund

 

In the section “Management of the Funds,” the table on page 180 of the statutory prospectus under the heading “Management Fees” is hereby corrected for the fund to show the breakpoint to be $4 billion.

 

 

Virtus Global Opportunities Fund

 

The Average Annual Total Return table in the fund’s summary prospectus and in the summary section of the fund’s statutory prospectus is hereby amended by restating the one-year return for Class B Shares as -0.35%.

 

Virtus Real Estate Securities Fund

 

The Average Annual Total Return table in the fund’s summary prospectus and in the summary section of the fund’s statutory prospectus is hereby amended by restating the one-year return for Class B Shares as -2.02%.

 

 

.

 

 

Investors should retain this supplement with the

Prospectuses for future reference.

 

VOT 8020 Perf (4/2016)