Services: Exchange Your Funds
Shareholders of legacy Virtus Mutual Funds can exchange investments between any legacy Virtus Mutual Fund into the same share class of another legacy Virtus Mutual Fund with no additional sales charge.
Shareholders of Virtus Westchester Capital Funds can exchange investments between any Virtus Westchester Capital Fund into the same share class of another former Virtus Westchester Capital Fund with no additional sales charge.
Legacy Virtus Mutual Funds and Virtus Westchester Capital Funds are currently not inter-exchangeable.
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.
Legacy Virtus Mutual Fund Investors, call 1-800-243-1574 to speak with one of our customer service representatives or exchange through our automated account services line, The Fund Connection.
Virtus Westchester Capital Fund Investors, call 1-800-343-8959 to speak with one of our customer service representatives for assistance in processing your transaction.
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.