0001571049-17-003338.txt : 20170411 0001571049-17-003338.hdr.sgml : 20170411 20170410175126 ACCESSION NUMBER: 0001571049-17-003338 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170411 DATE AS OF CHANGE: 20170410 EFFECTIVENESS DATE: 20170411 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: 17754568 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 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: 17754569 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 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: 17754570 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 S000001386 Virtus Global Quality Dividend Fund C000003700 CLASS A PPTAX C000003701 CLASS C PPTCX C000067139 Class I Shares PIPTX C000189944 Class T 0000034273 S000021170 VIRTUS SMALL-CAP SUSTAINABLE GROWTH FUND C000060263 Class A PSGAX C000060264 Class C PSGCX C000060265 Class I PXSGX C000189945 Class T 0000034273 S000021172 VIRTUS SMALL-CAP CORE FUND C000060269 Class A PKSAX C000060271 Class C PKSCX C000060272 Class I PKSFX C000148845 Class R6 VSCRX C000189946 Class T 0000034273 S000021173 VIRTUS STRATEGIC GROWTH FUND C000060273 Class A PSTAX C000060275 Class C SSTFX C000060276 Class I PLXGX C000189947 Class T 0000034273 S000021177 Virtus Enhanced Core Equity Fund C000060285 Class A PDIAX C000060287 Class C PGICX C000060288 Class I PXIIX C000189949 Class T 0000034273 S000021180 VIRTUS MID-CAP GROWTH FUND C000060294 Class A PHSKX C000060296 Class C PSKCX C000060297 Class I PICMX C000189951 Class T 0000034273 S000021181 VIRTUS QUALITY SMALL-CAP FUND C000060298 Class A PQSAX C000060299 Class C PQSCX C000060300 Class I PXQSX C000176670 Class R6 VQSRX C000189952 Class T 0000034273 S000025925 Virtus Mid-Cap Core Fund C000077895 Class A VMACX C000077896 Class C VMCCX C000077897 Class I VIMCX C000189953 Class T 0001005020 S000001336 VIRTUS BOND FUND C000003572 CLASS A SAVAX C000003574 CLASS C SAVCX C000003575 CLASS I SAVYX C000176707 Class R6 VBFRX C000189982 Class T 0001005020 S000018001 VIRTUS CA TAX-EXEMPT BOND FUND C000049899 Class A CTESX C000049900 Class I CTXEX C000189983 Class T 0001005020 S000018002 VIRTUS REAL ESTATE SECURITIES FUND C000049901 Class A PHRAX C000049903 Class C PHRCX C000049904 Class I PHRIX C000148854 Class R6 VRREX C000189984 Class T 0001005020 S000018005 VIRTUS HIGH YIELD FUND C000049912 Class C PGHCX C000049913 Class A PHCHX C000119169 Class I PHCIX C000176708 Class R6 VRHYX C000189985 Class T 0001005020 S000018007 VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND C000049915 Class A NAMFX C000049917 Class C NCMFX C000081781 Class I VMFIX C000148855 Class R6 VMFRX C000189986 Class T 0001005020 S000018008 VIRTUS MULTI-SECTOR SHORT TERM BOND FUND C000049918 Class A NARAX C000049920 Class C PSTCX C000049921 Class C1 PMSTX C000066828 Class I Shares PIMSX C000176709 Class R6 VMSSX C000189987 Class T 0001005020 S000018009 VIRTUS GLOBAL INFRASTRUCTURE FUND C000049922 Class A PGUAX C000049923 Class C PGUCX C000066829 Class I Shares PGIUX C000189988 Class T 0001005020 S000018969 VIRTUS FOREIGN OPPORTUNITIES FUND C000052519 Class A JVIAX C000052520 Class C JVICX C000052521 Class I JVXIX C000148857 Class R6 VFOPX C000189989 Class T 0001005020 S000018970 VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND C000052522 Class A PXRAX C000052523 Class C PXRCX C000052524 Class I PXRIX C000189990 Class T 0001005020 S000018972 VIRTUS GLOBAL OPPORTUNITIES FUND C000052528 Class A NWWOX C000052530 Class C WWOCX C000119170 Class I WWOIX C000189991 Class T 0001005020 S000020772 VIRTUS SENIOR FLOATING RATE FUND C000058006 Class A PSFRX C000058007 Class C PFSRX C000058008 Class I PSFIX C000176710 Class R6 VRSFX C000189994 Class T 0001005020 S000025108 Virtus Global Real Estate Securities Fund C000074732 Class A VGSAX C000074733 Class C VGSCX C000074734 Class I VGISX C000176711 Class R6 VRGEX C000189995 Class T 0001005020 S000025110 Virtus Greater European Opportunities Fund C000074738 Class A VGEAX C000074739 Class C VGECX C000074740 Class I VGEIX C000189996 Class T 0001005020 S000030077 Virtus International Equity Fund C000092267 Class A VIEAX C000092268 Class C VIECX C000092269 Class I VIIEX C000189998 Class T 0001005020 S000038117 Virtus Wealth Masters Fund C000117508 Class A VWMAX C000117509 Class C VWMCX C000117510 Class I VWMIX C000190002 Class T 0001005020 S000038118 Virtus International Small-Cap Fund C000117511 Class A VISAX C000117512 Class C VCISX C000117513 Class I VIISX C000148859 Class R6 VRISX C000190003 Class T 0001005020 S000040966 Virtus Low Volatility Equity Fund C000127089 Class A VLVAX C000127090 Class C VLVCX C000127091 Class I VLVIX C000190004 Class T 0001005020 S000042963 Virtus Emerging Markets Small-Cap Fund C000133101 Class A VAESX C000133102 Class C VCESX C000133103 Class I VIESX C000190005 Class T 0001005020 S000047326 Virtus International Wealth Masters Fund C000148546 Class A VIWAX C000148547 Class C VIWCX C000148548 Class I VWIIX C000190006 Class T 0001005020 S000055178 Virtus Emerging Markets Opportunities Fund C000173499 Class A HEMZX C000173500 Class C PICEX C000173501 Class I HIEMX C000173502 Class R6 VREMX C000190007 Class T 0001005020 S000055179 Virtus Low Duration Income Fund C000173503 Class A HIMZX C000173504 Class C PCMZX C000173505 Class I HIBIX C000190008 Class T 0001005020 S000055180 Virtus Tax-Exempt Bond Fund C000173506 Class I HXBIX C000173507 Class A HXBZX C000173508 Class C PXCZX C000190009 Class T 0001589756 S000048832 Virtus Multi-Strategy Target Return Fund C000153646 Class A VMSAX C000153647 Class C VCMSX C000153648 Class I VMSIX C000176668 Class R6 VMSRX C000182966 Class T 0001589756 S000049444 Virtus Credit Opportunities Fund C000156325 Class A VCOAX C000156326 Class C VCOCX C000156327 Class I VCOIX C000156328 Class R6 VRCOX C000189930 Class T 0001589756 S000050625 Virtus Select MLP and Energy Fund C000159801 Class A VLPAX C000159802 Class C VLPCX C000159803 Class I VLPIX C000189931 Class T 497 1 t1701116_497.htm 497

 

Virtus Alternative Solutions Trust

Supplement dated April 10, 2017 to the Prospectuses and Statement of Additional Information (“SAI”)

dated April 10, 2017, as supplemented

 

Virtus Equity Trust

Supplement dated April 10, 2017 to the Prospectuses and SAI dated April 10, 2017, as supplemented

 

Virtus Opportunities Trust

Supplement dated April 10, 2017 to the Prospectuses and SAI dated April 10, 2017, as supplemented

 

(This information was previously disclosed in a Supplement dated March 23, 2017 to the Virtus Alternative Solutions Trust Prospectuses and SAI dated February 28, 2017, the Virtus Equity Trust Prospectuses and SAI dated July 29, 2016 and the Virtus Opportunities Trust Prospectuses and SAI dated January 30, 2017.)

 

Important Notice to Investors

 

Effective April 10, 2017, Class T Shares of Virtus Multi-Sector Short Term Bond Fund are renamed Class C1 Shares.

 

Additionally, effective May 8, 2017, the names of certain of the Virtus Funds will change as indicated in the tables below:

 

Virtus Alternative Solutions Trust

Old Fund Name New Fund Name
Virtus Credit Opportunities Fund Virtus Newfleet Credit Opportunities Fund
Virtus Multi-Strategy Target Return Fund Virtus Aviva Multi-Strategy Target Return Fund
Virtus Select MLP and Energy Fund Virtus Duff & Phelps Select MLP and Energy Fund

 

Virtus Equity Trust

Old Fund Name New Fund Name
Virtus Enhanced Core Equity Fund Virtus Rampart Enhanced Core Equity Fund
Virtus Global Quality Dividend Fund Virtus KAR Global Quality Dividend Fund
Virtus Mid-Cap Core Fund Virtus KAR Mid-Cap Core Fund
Virtus Mid-Cap Growth Fund Virtus KAR Mid-Cap Growth Fund
Virtus Quality Small-Cap Fund Virtus KAR Small-Cap Value Fund
Virtus Small-Cap Core Fund Virtus KAR Small-Cap Core Fund
Virtus Small-Cap Sustainable Growth Fund Virtus KAR Small-Cap Growth Fund
Virtus Strategic Growth Fund Virtus KAR Capital Growth Fund

 

Virtus Opportunities Trust

Old Fund Name New Fund Name
Virtus Bond Fund Virtus Newfleet Bond Fund
Virtus CA Tax-Exempt Bond Fund Virtus Newfleet CA Tax-Exempt Bond Fund
Virtus Emerging Markets Opportunities Fund Virtus Vontobel Emerging Markets Opportunities Fund
Virtus Emerging Markets Small-Cap Fund Virtus KAR Emerging Markets Small-Cap Fund
Virtus Foreign Opportunities Fund Virtus Vontobel Foreign Opportunities Fund
Virtus Global Infrastructure Fund Virtus Duff & Phelps Global Infrastructure Fund
Virtus Global Opportunities Fund Virtus Vontobel Global Opportunities Fund

 

 

 

 

Virtus Opportunities Trust (continued)

Old Fund Name New Fund Name
Virtus Global Real Estate Securities Fund Virtus Duff & Phelps Global Real Estate Securities Fund
Virtus Greater European Opportunities Fund Virtus Vontobel Greater European Opportunities Fund
Virtus High Yield Fund Virtus Newfleet High Yield Fund
Virtus International Equity Fund Virtus Duff & Phelps International Equity Fund
Virtus International Real Estate Securities Fund Virtus Duff & Phelps International Real Estate Securities Fund
Virtus International Small-Cap Fund Virtus KAR International Small-Cap Fund
Virtus International Wealth Masters Fund Virtus Horizon International Wealth Masters Fund
Virtus Low Duration Income Fund Virtus Newfleet Low Duration Income Fund
Virtus Low Volatility Equity Fund Virtus Rampart Low Volatility Equity Fund
Virtus Multi-Sector Intermediate Bond Fund Virtus Newfleet Multi-Sector Intermediate Bond Fund
Virtus Multi-Sector Short Term Bond Fund Virtus Newfleet Multi-Sector Short Term Bond Fund
Virtus Real Estate Securities Fund Virtus Duff & Phelps Real Estate Securities Fund
Virtus Senior Floating Rate Fund Virtus Newfleet Senior Floating Rate Fund
Virtus Tax-Exempt Bond Fund Virtus Newfleet Tax-Exempt Bond Fund
Virtus Wealth Masters Fund Virtus Horizon Wealth Masters Fund

 

Investors should retain this supplement with the Prospectuses and

SAIs for future reference.

 

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