<SEC-DOCUMENT>0001104659-20-006713-index.html : 20200124 <SEC-HEADER>0001104659-20-006713.hdr.sgml : 20200124 <ACCEPTANCE-DATETIME>20200124161220 ACCESSION NUMBER: 0001104659-20-006713 CONFORMED SUBMISSION TYPE: 485BPOS PUBLIC DOCUMENT COUNT: 19 FILED AS OF DATE: 20200124 DATE AS OF CHANGE: 20200124 EFFECTIVENESS DATE: 20200128 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: 485BPOS SEC ACT: 1933 Act SEC FILE NUMBER: 002-16590 FILM NUMBER: 20545624 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 EQUITY TRUST CENTRAL INDEX KEY: 0000034273 IRS NUMBER: 036066130 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1940 Act SEC FILE NUMBER: 811-00945 FILM NUMBER: 20545623 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 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000001386 <SERIES-NAME>Virtus KAR Global Quality Dividend Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000003700 <CLASS-CONTRACT-NAME>CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>PPTAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000003701 <CLASS-CONTRACT-NAME>CLASS C <CLASS-CONTRACT-TICKER-SYMBOL>PPTCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000067139 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PIPTX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000215020 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VGQRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021170 <SERIES-NAME>Virtus KAR Small-Cap Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060263 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PSGAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060264 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>PSGCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060265 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PXSGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199780 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VRSGX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021172 <SERIES-NAME>Virtus KAR Small-Cap Core Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060269 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PKSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060271 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>PKSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060272 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PKSFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148845 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VSCRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021173 <SERIES-NAME>Virtus KAR Capital Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060273 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PSTAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060275 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>SSTFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060276 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PLXGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199781 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VCGRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021177 <SERIES-NAME>Virtus Rampart Enhanced Core Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060285 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PDIAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060287 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>PGICX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060288 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PXIIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199782 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VECRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021179 <SERIES-NAME>VIRTUS TACTICAL ALLOCATION FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060291 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>NAINX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060293 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>POICX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000211088 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>VTAIX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021180 <SERIES-NAME>Virtus KAR Mid-Cap Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060294 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PHSKX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060296 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>PSKCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060297 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PICMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199783 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VRMGX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000021181 <SERIES-NAME>Virtus KAR Small-Cap Value Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060298 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>PQSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060299 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>PQSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000060300 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>PXQSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000176670 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VQSRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000025925 <SERIES-NAME>Virtus KAR Mid-Cap Core Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000077895 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VMACX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000077896 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VMCCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000077897 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>VIMCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199784 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VRMCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000061485 <SERIES-NAME>Virtus KAR Small-Mid Cap Core Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199118 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VKSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199119 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VKSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199120 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>VKSIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199121 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VKSRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000064774 <SERIES-NAME>Virtus SGA Global Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000209768 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>SGAPX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000209769 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>SGARX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000209770 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SGAAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000209771 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>SGACX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000034273 <SERIES-ID>S000065704 <SERIES-NAME>Virtus SGA Emerging Markets Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000212523 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VESRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000212524 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VAEGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000212525 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VCEGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000212526 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>VIEGX </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>485BPOS <SEQUENCE>1 <FILENAME>tv536302_485bpos.htm <DESCRIPTION>VIRTUS EQUITY TRUST <TEXT> Document 1 - file: tv536302_485bpos.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.D.1.M <SEQUENCE>3 <FILENAME>tv536302_ex99d1m.htm <DESCRIPTION>THIRTEENTH AMENDMENT TO AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT <TEXT> Document 3 - file: tv536302_ex99d1m.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.H.5 <SEQUENCE>4 <FILENAME>tv536302_ex99h5.htm <DESCRIPTION>TWENTY-FOURTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT <TEXT> Document 4 - file: tv536302_ex99h5.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.H.6 <SEQUENCE>5 <FILENAME>tv536302_ex99h6.htm <DESCRIPTION>TWENTY-FIFTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT <TEXT> Document 5 - file: tv536302_ex99h6.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.I.9 <SEQUENCE>6 <FILENAME>tv536302_ex99i9.htm <DESCRIPTION>CONSENT OF SULLIVAN & WORCESTER LLP <TEXT> Document 6 - file: tv536302_ex99i9.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.J.1 <SEQUENCE>7 <FILENAME>tv536302_ex99j1.htm <DESCRIPTION>CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM <TEXT> Document 7 - file: tv536302_ex99j1.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>8 <FILENAME>a0i83poedl7llk07krgn504fv1v1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 8 - file: a0i83poedl7llk07krgn504fv1v1.jpg
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</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>14 <FILENAME>md2fgt2nngsfc8eai18k9ur3knlv.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 14 - file: md2fgt2nngsfc8eai18k9ur3knlv.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>15 <FILENAME>n86qd8hg4e5m8d652kcj1p7vpe8m.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 15 - file: n86qd8hg4e5m8d652kcj1p7vpe8m.jpg
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</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>19 <FILENAME>tct94motukg562q1pfas68jg1osg.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 19 - file: tct94motukg562q1pfas68jg1osg.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>20 <FILENAME>tv536302_coverimg01.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 20 - file: tv536302_coverimg01.jpg
</DOCUMENT> </SEC-DOCUMENT>