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 former AllianzGI Funds can exchange investments between any former AllianzGI Fund into the same share class of another former AllianzGI Fund with no additional sales charge.
Legacy Virtus Mutual Funds and former AllianzGI Funds are not inter-exchangeable at this time.
Obtain a prospectus from your financial representative, on our website, or call our customer service center at the number below. 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 Funds 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.
Former Allianz Global Investors, call 1-800-988-8380 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.
Email or call us at the toll-free number provided on your account statement.