Mutual Funds

Virtus Funds

Exchange Hours Website
9:30 - 15:59 ET www.virtus.com/our-products/individual-investors/mutual-funds


Native to Exchange Simulated by IB
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Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
VIRTUS DUFF & PHELPS REAL ESTATE SECURITIES FUND PHRAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR MID-CAP GROWTH FUND PHSKX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS VONTOBEL GLOBAL OPPORTUNITIES FUND NWWOX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS TACTICAL ALLOCATION FUND NAINX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS NEWFLEET CA TAX-EXEMPT BOND FUND CTESX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS STRATEGIC ALLOCATION FUND PHBLX USD 2,500 USD 0 Balanced Front-End Load CLASS A No
VIRTUS NEWFLEET HIGH YIELD FUND PHCHX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS VONTOBEL FOREIGN OPPORTUNITIES FUND JVIAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS NEWFLEET MULTI-SECTOR INTERMEDIATE BOND FUND NAMFX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS KAR CAPITAL GROWTH FUND PSTAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS LOW DURATION INCOME FUND HIBIX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS NEWFLEET BOND FUND SAVYX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS KAR SMALL-CAP CORE FUND PKSFX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS EMERGING MARKETS OPPORTUNITIES FUND HEMZX.OLD USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS LOW DURATION INCOME FUND HIMZX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS TAX-EXEMPT BOND FUND HXBZX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS RAMPART ENHANCED CORE EQUITY FUND PDIAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS NEWFLEET BOND FUND SAVAX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS CONTRARIAN VALUE FUND FMIVX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS EMERGING MARKETS OPPORTUNITIES FUND HIEMX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS KAR SMALL-CAP CORE FUND PKSAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS RAMPART SECTOR TREND FUND PWBAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND PPTAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS DUFF & PHELPS GLOBAL INFRASTRUCTURE FUND PGUAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS VONTOBEL FOREIGN OPPORTUNITIES FUND JVXIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS RAMPART ALTERNATIVES DIVERSIFIER FUND PDPAX USD 2,500 USD 0 Alternatives Front-End Load CLASS A No
VIRTUS KAR SMALL-CAP VALUE FUND PQSAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR SMALL-CAP GROWTH FUND PSGAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR SMALL-CAP VALUE FUND PXQSX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS KAR SMALL-CAP GROWTH FUND PXSGX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS DUFF & PHELPS REAL ESTATE SECURITIES FUND PHRIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS NEWFLEET CA TAX-EXEMPT BOND FUND CTXEX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS KAR CAPITAL GROWTH FUND PLXGX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS DUFF & PHELPS INTERNATIONAL REAL ESTATE SECURITIES FD PXRAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS DUFF & PHELPS INTERNATIONAL REAL ESTATE SECURITIES FD PXRIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS CONTRARIAN VALUE FUND PIMVX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS RAMPART ENHANCED CORE EQUITY FUND PXIIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS KAR MID-CAP GROWTH FUND PICMX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS NEWFLEET SENIOR FLOATING RATE FUND PSFRX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS NEWFLEET MULTI-SECTOR SHORT TERM BOND FUND PIMSX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND PIPTX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS RAMPART EQUITY TREND FUND VAPAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS RAMPART EQUITY TREND FUND VAPIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS RAMPART ALTERNATIVES DIVERSIFIER FUND VADIX USD 100,000 USD 0 Alternatives No Load CLASS I Yes
VIRTUS NEWFLEET MULTI-SECTOR INTERMEDIATE BOND FUND VMFIX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE SECURITIES FUND VGSAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE SECURITIES FUND VGISX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS VONTOBEL GREATER EUROPEAN OPPORTUNITIES FUND VGEAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS VONTOBEL GREATER EUROPEAN OPPORTUNITIES FUND VGEIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS RAMPART SECTOR TREND FUND VARIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS KAR MID-CAP CORE FUND VMACX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR MID-CAP CORE FUND VIMCX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS RAMPART MULTI-ASSET TREND FUND VAAAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS RAMPART MULTI-ASSET TREND FUND VAISX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS RAMPART GLOBAL EQUITY TREND FUND VGPAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS RAMPART GLOBAL EQUITY TREND FUND VGPIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS DUFF & PHELPS INTERNATIONAL EQUITY FUND VIEAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS DUFF & PHELPS INTERNATIONAL EQUITY FUND VIIEX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS NEWFLEET HIGH YIELD FUND PHCIX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS VONTOBEL GLOBAL OPPORTUNITIES FUND WWOIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS EMERGING MARKETS DEBT FUND VEDAX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS EMERGING MARKETS DEBT FUND VIEDX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS EMERGING MARKETS EQUITY INCOME FUND VEIAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS EMERGING MARKETS EQUITY INCOME FUND VEIIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS RAMPART LOW VOLATILITY EQUITY FUND VLVAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS RAMPART LOW VOLATILITY EQUITY FUND VLVIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS HERZFELD FUND VHFAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS HERZFELD FUND VHFIX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS KAR INTERNATIONAL SMALL-CAP FUND VISAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS KAR INTERNATIONAL SMALL-CAP FUND VIISX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS HORIZON WEALTH MASTERS FUND VWMAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS HORIZON WEALTH MASTERS FUND VWMIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS KAR EMERGING MARKETS SMALL-CAP FUND VAESX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS KAR EMERGING MARKETS SMALL-CAP FUND VIESX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS STRATEGIC INCOME FUND VASBX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS STRATEGIC INCOME FUND VISBX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS HORIZON INTERNATIONAL WEALTH MASTERS FUND VIWAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS HORIZON INTERNATIONAL WEALTH MASTERS FUND VWIIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND VTIDX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS ESSENTIAL RESOURCES FUND VERIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND VTDIX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND VITDX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND VDTIX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND VTIRX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DUFF & PHELPS SELECT MLP AND ENERGY FUND VLPIX USD 100,000 USD 0 Equity No Load CLASS I Yes
VIRTUS AVIVA MULTI-STRATEGY TARGET RETURN FUND VMSIX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND VDFIX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2060 TARGET DATE RETIREMENT INCOME FUND VTTIX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS NEWFLEET CREDIT OPPORTUNITIES FUND VCOIX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND VRITX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND VIDFX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND VTITX USD 100,000 USD 0 Mixed Investments No Load CLASS I Yes
VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND VRTAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND VTARX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND VTATX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND VTDAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND VTRAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2060 TARGET DATE RETIREMENT INCOME FUND VTTAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND VDFAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND VDAAX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND VATDX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND VARTX USD 2,500 USD 0 Mixed Investments Front-End Load CLASS A No
VIRTUS DUFF & PHELPS SELECT MLP AND ENERGY FUND VLPAX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS AVIVA MULTI-STRATEGY TARGET RETURN FUND VMSAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS NEWFLEET CREDIT OPPORTUNITIES FUND VCOAX USD 2,500 USD 0 Bond Front-End Load CLASS A No
VIRTUS ESSENTIAL RESOURCES FUND VERAX USD 2,500 USD 0 Stock Front-End Load CLASS A No
VIRTUS VONTOBEL EMERGING MARKETS OPPORTUNITIES FUND HEMZX USD 2,500 USD 0 Equity Front-End Load CLASS A No
VIRTUS CEREDEX LARGE-CAP VALUE EQUITY FUND STVTX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND SMVTX USD 100,000 USD 0 Stock No Load CLASS I Yes
VIRTUS SEIX CORE BOND FUND STIGX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS SEIX FLOATING RATE HIGH INCOME FUND SAMBX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS SEIX HIGH INCOME FUND STHTX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS SEIX HIGH YIELD FUND SAMHX USD 100,000 USD 0 Bond No Load CLASS I Yes
VIRTUS SEIX NORTH CAROLINA TAX-EXEMPT BOND FUND CNCFX USD 100,000 USD 0 Bond No Load CLASS I Yes

Notes:

  1. Advisor minimums may be lower.