Virtus Funds
800-243-1574, option 1
Select Share Class as needed
Past Performance is No Guarantee for Future Results
Notes (Jan-23) : All Models Updated this Quarter
*On July 7, 2020 AllianzGI and Virtus Investment Partners announced a big strategic partnership that will result in Virtus Investment Partners assuming full investment advisory, distribution and/or administration responsibilities of AllianzGI's approximately $23 billion mutual fund, ETF, closed-end fund and retail separate accounts. AllianzGI teams will continue providing management services on the funds, while NFJ Investment Group will now be an affiliated manager under Virtus. The relationship is subject to AllianzGI shareholder approval and expected to close by the end of 2020.
Read the full Press Release: AllianzGI-VirtusStrategicPartnership
Class A shares at the appropriate sales charge will be the default share class for new purchases including auto-invest plans. C-Class Shares are available as an alternative. Ask your Rep to help determine which is best for you.
Bench: AGIC Opportunity, AGIC Global, RCM Global Technology. Class A shares have a Maximum Offering Purchase Charge of 5.50% (3.75% MOP for AllianzGI High Yield Bond). See prospectus/ summary prospectus for additional details. ++Reflects Maximum Sales Charge
Source: Virtus Funds/ Morningstar. Performance data current to the most recent month ended can be obtained by calling the toll-free number above or at www.Virtus.com
Investor Note: Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small- and medium-sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds has an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa. Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.
The prospectus/summary prospectus contains this and other information. A prospectus/summary prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed above.