0001571049-16-013925.txt : 20160415 0001571049-16-013925.hdr.sgml : 20160415 20160414175846 ACCESSION NUMBER: 0001571049-16-013925 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160415 DATE AS OF CHANGE: 20160414 EFFECTIVENESS DATE: 20160415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS ALTERNATIVE SOLUTIONS TRUST CENTRAL INDEX KEY: 0001589756 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-191940 FILM NUMBER: 161572732 BUSINESS ADDRESS: STREET 1: 101 MUNSON STREET CITY: GREENFIELD STATE: MA ZIP: 01301 BUSINESS PHONE: 860.263.4790 MAIL ADDRESS: STREET 1: 100 PEARL STREET CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: VIRTUS ALTERNATIVE SOLUTIONS FUNDS DATE OF NAME CHANGE: 20140204 FORMER COMPANY: FORMER CONFORMED NAME: VIRTUS ALTERNATIVES TRUST I DATE OF NAME CHANGE: 20131022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS RETIREMENT TRUST CENTRAL INDEX KEY: 0001004658 IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-80057 FILM NUMBER: 161572733 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: VIRTUS INSTITUTIONAL TRUST DATE OF NAME CHANGE: 20081020 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX INSTITUTIONAL MUTUAL FUNDS DATE OF NAME CHANGE: 20040820 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX DUFF & PHELPS INSTITUTIONAL MUTUAL FUNDS DATE OF NAME CHANGE: 19951207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS VARIABLE INSURANCE TRUST CENTRAL INDEX KEY: 0000792359 IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-05033 FILM NUMBER: 161572734 BUSINESS ADDRESS: STREET 1: 100 PEARL STREET CITY: HARTFORD STATE: CT ZIP: 06103 BUSINESS PHONE: 8002487971 MAIL ADDRESS: STREET 1: 100 PEARL STREET CITY: HARTFORD STATE: CT ZIP: 06103 FORMER COMPANY: FORMER CONFORMED NAME: PHOENIX EDGE SERIES FUND DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: BIG EDGE SERIES FUND DATE OF NAME CHANGE: 19920304 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: 161572735 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 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRTUS INSIGHT TRUST CENTRAL INDEX KEY: 0001003859 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-64915 FILM NUMBER: 161572736 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 INSIGHT FUNDS TRUST DATE OF NAME CHANGE: 20060523 FORMER COMPANY: FORMER CONFORMED NAME: HARRIS INSIGHT FUNDS TRUST DATE OF NAME CHANGE: 19951121 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: 161572737 BUSINESS ADDRESS: STREET 1: 101 MUNSON STEET 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 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 0000034273 S000001385 VIRTUS CONTRARIAN VALUE FUND C000003698 CLASS A FMIVX C000003699 CLASS C FMICX C000060301 Class I PIMVX C000148844 Class R6 0000034273 S000001386 VIRTUS QUALITY LARGE-CAP VALUE FUND C000003700 CLASS A PPTAX C000003701 CLASS C PPTCX C000067139 Class I Shares PIPTX 0000034273 S000021170 VIRTUS SMALL-CAP SUSTAINABLE GROWTH FUND C000060263 Class A PSGAX C000060264 Class C PSGCX C000060265 Class I PXSGX 0000034273 S000021172 VIRTUS SMALL-CAP CORE FUND C000060269 Class A PKSAX C000060271 Class C PKSCX C000060272 Class I PKSFX C000148845 Class R6 0000034273 S000021173 VIRTUS STRATEGIC GROWTH FUND C000060273 Class A PSTAX C000060274 Class B PBTHX C000060275 Class C SSTFX C000060276 Class I PLXGX 0000034273 S000021174 VIRTUS BALANCED FUND C000060277 Class A PHBLX C000060278 Class B PBCBX C000060279 Class C PSBCX 0000034273 S000021177 VIRTUS GROWTH & INCOME FUND C000060285 Class A PDIAX C000060287 Class C PGICX C000060288 Class I PXIIX 0000034273 S000021179 VIRTUS TACTICAL ALLOCATION FUND C000060291 Class A NAINX C000060292 Class B NBINX C000060293 Class C POICX 0000034273 S000021180 VIRTUS MID-CAP GROWTH FUND C000060294 Class A PHSKX C000060295 Class B PSKBX C000060296 Class C PSKCX C000060297 Class I PICMX 0000034273 S000021181 VIRTUS QUALITY SMALL-CAP FUND C000060298 Class A PQSAX C000060299 Class C PQSCX C000060300 Class I PXQSX 0000034273 S000025925 Virtus Mid-Cap Core Fund C000077895 Class A VMACX C000077896 Class C VMCCX C000077897 Class I VIMCX 0000792359 S000001949 VIRTUS SMALL-CAP GROWTH SERIES C000005133 Class A C000126193 Class I 0000792359 S000001950 VIRTUS MULTI-SECTOR FIXED INCOME SERIES C000005134 Class A C000126194 Class I 0000792359 S000001958 VIRTUS SMALL-CAP VALUE SERIES C000005142 Class A 0000792359 S000001962 VIRTUS REAL ESTATE SECURITIES SERIES C000005146 Class A C000126195 Class I 0000792359 S000001963 VIRTUS CAPITAL GROWTH SERIES C000005147 Class A 0000792359 S000001964 VIRTUS GROWTH & INCOME SERIES C000005148 Class A 0000792359 S000001966 VIRTUS STRATEGIC ALLOCATION SERIES C000005150 Class A 0000792359 S000002231 VIRTUS INTERNATIONAL SERIES C000005730 Class A C000126196 Class I 0000792359 S000031271 Virtus Equity Trend Series C000096981 Class A C000126197 Class I 0001003859 S000001933 VIRTUS EMERGING MARKETS OPPORTUNITIES FUND C000005088 A SHARES HEMZX C000005089 Class I HIEMX C000035661 Class C PICEX C000148847 Class R6 VREMX 0001003859 S000001944 VIRTUS TAX-EXEMPT BOND FUND C000005119 A SHARES HXBZX C000005120 Class I HXBIX C000035670 Class C PXCZX 0001003859 S000001948 VIRTUS LOW DURATION INCOME FUND C000005131 A SHARES HIMZX C000005132 Class I HIBIX C000035673 Class C PCMZX 0001004658 S000051846 Virtus DFA 2015 Target Date Retirement Income Fund C000163171 Class A C000163172 Class I C000163173 Class R6 0001004658 S000051847 Virtus DFA 2060 Target Date Retirement Income Fund C000163174 Class A C000163175 Class I C000163176 Class R6 0001004658 S000051848 Virtus DFA 2020 Target Date Retirement Income Fund C000163177 Class A C000163178 Class I C000163179 Class R6 0001004658 S000051849 Virtus DFA 2025 Target Date Retirement Income Fund C000163180 Class A C000163181 Class I C000163182 Class R6 0001004658 S000051850 Virtus DFA 2030 Target Date Retirement Income Fund C000163183 Class A C000163184 Class I C000163185 Class R6 0001004658 S000051851 Virtus DFA 2035 Target Date Retirement Income Fund C000163186 Class A C000163187 Class I C000163188 Class R6 0001004658 S000051852 Virtus DFA 2040 Target Date Retirement Income Fund C000163189 Class A C000163190 Class I C000163191 Class R6 0001004658 S000051853 Virtus DFA 2045 Target Date Retirement Income Fund C000163192 Class A C000163193 Class I C000163194 Class R6 0001004658 S000051854 Virtus DFA 2050 Target Date Retirement Income Fund C000163195 Class A C000163196 Class I C000163197 Class R6 0001004658 S000051855 Virtus DFA 2055 Target Date Retirement Income Fund C000163198 Class A C000163199 Class I C000163200 Class R6 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 C000148854 Class R6 VRREX 0001005020 S000018005 VIRTUS HIGH YIELD FUND C000049911 Class B PHCCX C000049912 Class C PGHCX C000049913 Class A PHCHX C000119169 Class I PHCIX 0001005020 S000018007 VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND C000049915 Class A NAMFX C000049916 Class B NBMFX C000049917 Class C NCMFX C000081781 Class I VMFIX C000148855 Class R6 VMFRX 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 S000018969 VIRTUS FOREIGN OPPORTUNITIES FUND C000052519 Class A JVIAX C000052520 Class C JVICX C000052521 Class I JVXIX C000148857 Class R6 VFOPX 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 WWOIX 0001005020 S000018974 VIRTUS SECTOR TREND 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 S000025110 Virtus Greater European Opportunities Fund C000074738 Class A VGEAX C000074739 Class C VGECX C000074740 Class I VGEIX 0001005020 S000029390 Virtus Equity Trend Fund C000090272 Class A VAPAX C000090273 Class C VAPCX C000090274 Class I VAPIX C000148858 Class R6 VRPAX 0001005020 S000030077 Virtus International Equity Fund C000092267 Class A VIEAX C000092268 Class C VIECX C000092269 Class I VIIEX 0001005020 S000031600 Virtus Multi-Asset Trend Fund C000098360 Class A VAAAX C000098361 Class C VAACX C000098362 Class I VAISX 0001005020 S000031601 Virtus Global Equity Trend Fund C000098363 Class A VGPAX C000098364 Class C VGPCX C000098365 Class I VGPIX 0001005020 S000038114 Virtus Emerging Markets Debt Fund C000117499 Class A VEDAX C000117500 Class C VEDCX C000117501 Class I VIEDX 0001005020 S000038115 Virtus Emerging Markets Equity Income Fund C000117502 Class A VEIAX C000117503 Class C VEICX C000117504 Class I VEIIX 0001005020 S000038116 Virtus Herzfeld Fund C000117505 Class A VHFAX C000117506 Class C VHFCX C000117507 Class I VHFIX 0001005020 S000038117 Virtus Wealth Masters Fund C000117508 Class A VWMAX C000117509 Class C VWMCX C000117510 Class I VWMIX 0001005020 S000038118 Virtus International Small-Cap Fund C000117511 Class A VISAX C000117512 Class C VCISX C000117513 Class I VIISX C000148859 Class R6 VRISX 0001005020 S000040966 Virtus Low Volatility Equity Fund C000127089 Class A VLVAX C000127090 Class C VLVCX C000127091 Class I VLVIX 0001005020 S000042963 Virtus Emerging Markets Small-Cap Fund C000133101 Class A VAESX C000133102 Class C VCESX C000133103 Class I VIESX 0001005020 S000047326 Virtus International Wealth Masters Fund C000148546 Class A VIWAX C000148547 Class C VIWCX C000148548 Class I VWIIX 0001005020 S000048539 Virtus Essential Resources Fund C000153053 Class A VERAX C000153054 Class C VERCX C000153055 Class I VERIX 0001589756 S000043803 Virtus Alternative Income Solution Fund C000135864 Class A C000135865 Class C C000135866 Class I 0001589756 S000043804 Virtus Alternative Inflation Solution Fund C000135867 Class A C000135868 Class C C000135869 Class I 0001589756 S000043805 Virtus Alternative Total Solution Fund C000135870 Class A C000135871 Class C C000135872 Class I C000149081 Class R6 0001589756 S000046620 Virtus Strategic Income Fund C000145451 Class A C000145452 Class C C000145453 Class I 0001589756 S000048832 Virtus Multi-Strategy Target Return Fund C000153646 Class A C000153647 Class C C000153648 Class I 0001589756 S000049444 Virtus Credit Opportunities Fund C000156325 Class A C000156326 Class C C000156327 Class I C000156328 Class R6 0001589756 S000050625 Virtus Select MLP and Energy Fund C000159801 Class A C000159802 Class C C000159803 Class I 497 1 t1601017.htm 497

 

Virtus Alternative Solutions Trust, Virtus Equity Trust, Virtus Insight Trust, Virtus
Opportunities Trust, Virtus Retirement Trust and Virtus Variable Insurance Trust

 

Supplement dated April 14, 2016 to the Statements of Additional Information (“SAI”) dated February 29,
2016, July 29, 2015, April 30, 2015, January 29, 2016, January 8, 2016 and April 30, 2015, respectively

 

 

Important Notice to Investors

 

In the section “More Information About Fund Investment Strategies & Related Risks,” the second sentence of the fourth paragraph under the heading “Mortgage Pass-through Securities” is hereby replaced with the following: “The Funds will take the position that privately-issued, mortgage-related securities, and other asset-backed securities, do not represent interests in any particular ‘industry’ or group of industries.”

 

 

.

 

 

Investors should retain this supplement with the

Prospectuses for future reference.

 

AllSAIs/AssetBacked (4/2016)