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How do I exchange shares of one Virtus Investment Partners mutual fund for another Virtus Investment Partners mutual fund?

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How do I exchange shares of one Virtus Investment Partners mutual fund for another Virtus Investment Partners mutual fund?

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Obtain a prospectus from your financial representative by clicking here, or by calling our customer service center at 1-800-243-1574. Read the prospectus carefully before you invest or send money. You may exchange shares of the same share class and the minimum exchange amount is $25. Any transaction processed prior to 4:00 p.m. ET (New York Stock Exchange close) will receive that days closing price. You may exchange shares: *Online – Click here to Log In to your account. Then choose the Exchange option. You are allowed to exchange between $25 and $50,000 online. *By Phone – Call 1-800-243-1574. You may exchange between $25 and $50,000 through our automated account services line The Fund Connection or speak with one of our customer service representatives.

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