Skip to main content.
Search
  • Contact Us
  • Find Your Wholesaler
  • Investor Login
  • AdvisorCentral Login
  • Our Story

    Our Story

    Virtus Investment Partners is a premier provider of investment solutions to individuals, financial professionals, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

    Literature Library

    • About Us
    • Investor Relations
    • Management Team
    • Corporate Responsibility
    • Investment Partners
    • Careers
    • Press Center
  • Our Thinking

    Our Thinking

    Market insight and portfolio perspectives from our specialist managers across equities, fixed income, and alternatives.

    Literature Library

    Insights

    • All Insights
    • Market & Economic Perspectives
    • Investment Education
    • Market Reviews and Outlooks
    • Portfolio Perspectives
    • Insights from Joe Terranova

    Investment Themes

    • All Themes
    • Quality Investing
    • Alternative Investments
    • Inflation Center
    • Income Insights
    • Invest Globally
    • Why Mid Caps Matter
  • Our Products

    Our Products

    Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

    Literature Library

    Products

    • Mutual Funds
    • Retail Separate Accounts
    • Closed-End Funds
    • Variable Insurance Funds
    • Exchange-Traded Funds (ETFs)
    • UCITS
    • CollegeAccess 529
    • Collective Investment Trusts (CITs)

    Product Tools

    • Tapping into the Value of Water
    • Short End of the Curve
    • Discover Emerging Markets Funds
    • The Merger Fund® Interactive Chart
  • Investor Resources

    Investor Resources

    Virtus Fund resources for investors and financial professionals.

    Literature Library

    Mutual Fund Account Services

    • All Account Information & Resources
    • Taxes and Distributions
    • Account Forms and Applications
    • Online Account Information

    Fund Documents

    • Mutual Fund Documents
    • ETF Documents
    • Variable Insurance Fund Documents

    Investor Relations

    Virtus Client Account Access for Financial Professionals (AdvisorCentral)

  • Retirement

    Retirement

    Retirement planning resources and tools for investors and financial professionals.

    Literature Library

    • Retirement Planning Options
    • Retirement & Investment Calculators
    • DCIO Resources (for financial professionals)
  • Main Menu
  • Our Story
    • Our Story
      • Back to Main Menu
    • About Us
    • Investor Relations
    • Management Team
    • Corporate Responsibility
    • Investment Partners
    • Careers
    • Press Center
  • Our Thinking
    • Our Thinking
      • Back to Main Menu
    • Insights
    • Investment Themes
  • Our Products
    • Our Products
      • Back to Main Menu
    • Mutual Funds
    • Retail Separate Accounts
    • Closed-End Funds
    • Variable Insurance Funds
    • Exchange-Traded Funds
    • CollegeAccess 529
    • Tools
    • UCITS
    • Collective Investment Trusts (CITs)
  • Investor Resources
    • Investor Resources
      • Back to Main Menu
    • Mutual Fund Account Information & Resources
    • Mutual Fund Documents
    • Variable Insurance Fund Documents
    • ETF Documents
  • Retirement
    • Retirement
      • Back to Main Menu
    • Retirement Planning Options
    • Retirement & Investment Calculators
    • DCIO Resources (for financial professionals)
  • Contact Us
  • Find Your Wholesaler
  • Investor Login
  • AdvisorCentral Login

Retirement Center - Resources for DCIO Professionals

The Virtus Retirement Center is dedicated to supporting the needs of retirement professionals. Here you will find an array of retirement plan resources tools, business support, and thought leadership content, as well as information about Virtus investment options.

As your needs change, we aim to evolve with you. To that end, we’re excited to announce that you now have access to a new tool, the Fi360 Fee Benchmarker® Report, which helps advisors benchmark 401(k) plan advisory fees and services to those of their peers.

Virtus Retirement Consultants are here to help. Please call 860-263-4815 to learn more about our retirement planning capabilities and investment solutions.

Retirement Planning Resources - Tools

Tools

Fi360 Fee Benchmarker® Tool

In an increasingly fee-conscious retirement market, this tool helps you compare your fees and services against industry averages for plans ranging from $250,000 to $550 million in assets.


Retirement & Investment Calculators

Interactive savings, retirement, and investing calculators for hypothetical use only.

Retirement Planning Resources - Resources

Resources

Retirement Planning

Reference materials specific to retirement plans and planning. Includes white papers, primers, and guides to the Virtus Plan Design Tool and Fee Comparison Tool.


Participant Education

Educational resources designed to help investors put markets in perspective.


Find Your Retirement Consultant

The Virtus DCIO team works with retirement professionals and plan sponsors to implement best practice ideas and strategies for retirement plans. Here’s who to call in your region.

Retirement Center Investment Options

Investment Options

Virtus offers a diverse selection of core and specialized investment options, including mutual funds and collective investment trusts (CITs), managed by Virtus affiliates and select subadvisers.


Focus Mutual Funds

Virtus Ceredex Large-Cap Value Equity Fund
Virtus Ceredex Mid-Cap Value Equity Fund
Virtus Duff & Phelps Global Real Estate Securities Fund
Virtus Duff & Phelps Real Estate Securities Fund
Virtus KAR Mid-Cap Core Fund 
Virtus KAR Mid-Cap Growth Fund
Virtus KAR Small-Cap Growth Fund
Virtus Newfleet Core Plus Bond Fund
Virtus SGA International Growth Fund
The Merger Fund®


Collective Investment Trusts

Virtus CITs are managed by several time-tested Virtus affiliates: Ceredex Value Advisors, Duff & Phelps, Kayne Anderson Rudnick, NFJ Investment Group, Stone Harbor Investment Partners, and Sustainable Growth Advisers.


Retirement Scorecards

Virtus offers access to third-party research to help you assess our retirement plan options. Contact us to obtain the Fi360 Fiduciary Score and Retirement Plan Advisory Group (RPAG) Scorecard for select Virtus Funds available for plan inclusion.

Virtus Investment Partners

Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

© 2023 Virtus Investment Partners. As shown on Virtus.com.

  • Investor Relations
  • Corporate
  • Contact Us
  • Virtus Home
  • Site Map
  • Privacy Policy
  • Business Continuity
  • Cookie Policy
  • Terms of Use
  • Social Media Guidelines
  • Form CRS (VFA)
  • Privacy Notice for Virtus Funds (Applicable to Citizens or Residents in EU Countries)
  •  
  • 
  • 

Check the background of this firm. Broker Check by FINRA.