Services: Exchange Your Funds
Shareholders of Virtus Mutual Funds can exchange investments between any Virtus Mutual Fund into the same share class of another Virtus Mutual Fund with no additional sales charge.
Obtain a prospectus from your financial representative, on our website, or call 1-800-243-1574 to speak with one of our customer service representatives. Read the prospectus carefully before you invest or send money. You must exchange shares into the same share class. The amount of the exchange must be equal to or greater than the initial investment required. Any transaction processed prior to 4:00 p.m. ET (New York Stock Exchange close) will receive that day's closing price.
You may also log into your account to perform exchanges. A User Id and password is required.
If your account is held at a brokerage firm, then you will need to contact your financial advisor directly for more information.
Email or call us at the toll-free number provided on your account statement.