Virtus - Individual Investors

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

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» Mutual Fund Forms
» Retirement Account Forms

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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.

What they are & why they may be appropriate for your portfolio.

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Important 2009 Tax Information - Retail Mutual Fund 1099-R Tax Forms were mailed 1/29/2010. The combined 1099-DIV, INT, B and Cost Basis statements were mailed on 2/5/2010. Please visit the Tax Center for more information.

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

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Our guide to investment terminology and information to help you make informed decisions.
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The Calendar for September

Joe Terranova has developed a calendar of key economic indicators and meaningful market events that he'll be watching throughout the month.

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.

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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