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Need to update your personal information or beneficiaries for your Virtus Mutual Fund accounts?

Download forms here:

» Mutual Fund Forms
» Retirement Account Forms

Frequently Asked Questions

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Individual Investors

Virtus Mutual Funds are designed to help people like you build a diversified portfolio as you seek to reach your financial goals.

You can sign up to receive account statements, tax forms and fund reports online instead of by mail.

Take Advantage of Our Investment Services
Important 2008 Tax Information - Retail Mutual Fund Tax Forms were mailed 1/28/09. Please visit the Tax Center for more information. 

» Tax Center


No hassle reinvestment services, online account access, paperless statements & more!

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Investor's Knowledge Base

Our guide to investment terminology and information to help you make informed decisions.
» Learn More 

Does your portfolio need an Alternative Solution?

Let the Core + More Simulator help you understand the benefits of improving your allocation to Alternative Investment vehicles.

Try These Calculators
Not sure how much you need to save now?
Try these:

» Investment Calculator
» Retirement Calculator

Mutual funds distributed by VP Distributors, Inc., member FINRA and subsidiary of Virtus Investment Partners, Inc.


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