Resources & Services

We offer valuable resources for our Investors. Our mutual fund investors can take advantage of these shareholder benefits:

        • Go Paperless

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

        • Tax Center

          Please visit our Tax Center for updated information for filing your 2015 tax forms.

          2016 Distribution Calendar
        • Investor Guide

          View our family of Mutual Funds with our interactive Quarterly Investor Guide.

  • Investors' Knowledge Base

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

  • Closed-End Funds

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

  • Virtus Vital Signs

    Monthly Market Insights from Joe Terranova, Senior Managing Director and Chief Market Strategist.

Investor Notifications


2016 Year-End Distribution Estimates as of October 25, 2016.

Custodial Fee Changes
BNY Mellon Investment Servicing Trust Company, (the “Custodian”) of your Individual Retirement Account (Traditional, SEP, Roth or SIMPLE IRA), 403(b)(7) Custodial Account or Coverdell Education Savings Account (collectively referred to as the "Custodial Accounts") hereby provides written notice of an amendment to the custodial account agreements effective 30 days from the date of this notice (“Effective Date”). The amendment provides for an increase in the annual custodial maintenance fee from $15 to $20 per Custodial Account. In addition to the increase, the annual custodial maintenance fee will now be charged per account, rather than per social security number as in previous years. This fee is owed and due for each full and partial calendar year that the Custodial Account is open. If not prepaid, the Custodian will deduct the fee from funds in the Custodial Account on the payment due date or immediately after receiving instructions to close the Custodial Account. This fee increase will be implemented no later than September 1, 2016 (“Implementation Date”).

  • Fund Finder