Statistik Asas
| CIK | 34273 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Virtus Equity Trust - Virtus KAR Global Quality Dividend Fund Class I
SEC Filings (Chronological Order)
Halaman ini menyediakan senarai kronologi lengkap bagi Pemfailan SEC, tidak termasuk pemfailan pemilikan yang kami sediakan di tempat lain.
| July 28, 2025 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com July 28, 2025 Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Attention: Eileen Smiley Re: Request for Withdrawal of Pre-effective Amendment No. 1 to Form N-14 for Virtus Equity Trust (the “Registrant”), File No. 333-288369 Ladies and Gentlemen: Pursuant to Rule 477 under the Securities Act of 1933, as a |
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| July 28, 2025 |
As filed with the Securities and Exchange Commission on July 28, 2025 1933 Act Registration No. |
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| July 28, 2025 |
THIRTY-NINTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST Exhibit (13)(iiii) THIRTY-NINTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST This Thirty-Ninth Amended and Restated Expense Limitation Agreement (the “Agreement”), effective as of July 28, 2025, amends and restates that certain Thirty-Eighth Amended and Restated Expense Limitation Agreement effective as of January 24, 2025, by and between Virtus Equity Trust, a Delaware statutory trust (the “Registrant”), on behalf of each series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”) and the Adviser of each of the Funds, Virtus Investment Advisers, LLC, a Delaware limited liability company (formerly, Virtus Investment Advisers, Inc. |
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| June 27, 2025 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Exhibit (14) CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust of our report dated November 21, 2024, relating to the financial statements and financial highlights, which appears in Virtus KAR Global Quality Dividend Fund and Virtus KAR Equity Income Fund’s Certified Shareholder Report on Form N-CSR for the year ended September 30, 2024. |
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| June 27, 2025 |
Securities distributed by VP Distributors, LLC Exhibit (11) One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 27, 2025 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: I have acted as counsel to Virtus Equity Trust (the “Trust”) in connection with the Registration Statement of the Trust on Form N-14 (the “Registration Statement”) being filed by the Trust under the Securities Act of 1933, a |
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| June 27, 2025 |
Exhibit (16) POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust (the “Trust”), hereby constitute and appoint George R. |
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| June 27, 2025 |
As filed with the Securities and Exchange Commission on June 27, 2025 1933 Act Registration No. |
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| June 27, 2025 |
THIRTY-NINTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST Exhibit (13)(iiii) THIRTY-NINTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST This Thirty-Ninth Amended and Restated Expense Limitation Agreement (the “Agreement”), effective as of August 4, 2025, amends and restates that certain Thirty-Eighth Amended and Restated Expense Limitation Agreement effective as of January 24, 2025, by and between Virtus Equity Trust, a Delaware statutory trust (the “Registrant”), on behalf of each series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”) and the Adviser of each of the Funds, Virtus Investment Advisers, LLC, a Delaware limited liability company (formerly, Virtus Investment Advisers, Inc. |
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| February 5, 2024 |
One International Place 40th Floor 100 Oliver Street Boston, MA 02110-2605 +1 617 728 7100 Main +1 617 426 6567 Fax www. |
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| January 31, 2024 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust of our reports dated November 27, 2023, relating to the financial statements and financial highlights, which appear in Virtus Vontobel Global Opportunities Fund and Virtus SGA Global Growth Fund Annual Reports on Form N-CSR for the year ended September 30, 2023. |
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| January 31, 2024 |
As filed with the Securities and Exchange Commission on January 31, 2024 Table of Contents As filed with the Securities and Exchange Commission on January 31, 2024 Securities Act File No. |
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| January 31, 2024 |
THIRTY-SEVENTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST THIRTY-SEVENTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT VIRTUS EQUITY TRUST This Thirty-Seventh Amended and Restated Expense Limitation Agreement (the “Agreement”), effective as of March 8, 2024, amends and restates that certain Thirty-Sixth Amended and Restated Expense Limitation Agreement effective as of January 1, 2024, by and between Virtus Equity Trust, a Delaware statutory trust (the “Registrant”), on behalf of each series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”) and the Adviser of each of the Funds, Virtus Investment Advisers, Inc. |
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| January 30, 2024 |
January 30, 2024 Securities and Exchange Commission 100 F Street, NE Washington, D. |
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| January 26, 2024 |
Appendix I Global Opportunities Reorganization Pro Forma Capitalization 1900 K Street, N.W. Washington, DC 20006-1110 +1 202 261 3300 Main +1 202 261 3333 Fax www.dechert.com KIMBERLEY CHURCH [email protected] +1 202 261 3358 DIRECT January 26, 2024 Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Attention: Mr. Brian Szilagyi Re: Virtus Asset Trust and Virtus Equity Trust (each, a “Registrant” and collectively, the “Registrant |
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| January 11, 2024 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com January 11, 2024 VIA EDGAR Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Delaying Amendment for Virtus Equity Trust (the “Registrant”) for Registration Statement on Form N-14 (File No. 333-276018) Ladies and Gentlemen: Pursuant to Rule 473 under the Securities Act of 1933, as amended (the “Securiti |
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| December 13, 2023 |
As filed with the Securities and Exchange Commission on December 13, 2023 Table of Contents As filed with the Securities and Exchange Commission on December 13, 2023 Securities Act File No. |
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| December 13, 2023 |
POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust (the “Trust”), hereby constitute and appoint George R. |
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| December 13, 2023 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com December 12, 2023 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: I have acted as counsel to Virtus Equity Trust (the “Trust”) in connection with the Registration Statement of the Trust on Form N-14 (the “Registration Statement”) being filed by the Trust under the Securities Act of 1933, as amended |
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| December 13, 2023 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust of our reports dated November 27, 2023, relating to the financial statements and financial highlights, which appear in Virtus Vontobel Global Opportunities Fund and Virtus SGA Global Growth Fund Annual Reports on Form N-CSR for the year ended September 30, 2023. |
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| February 28, 2023 |
VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 28, 2023 |
VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 NPORT-EX 2 VIPX401VIRT123122.htm VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Par Value Value U.S. Government Securities—5.7% U.S. Treasury Bonds 2.375%, 2/15/42 $ 3,715 $ 2,836 3.250%, 5/15/42 1,195 1,048 3.000%, 8/15/48 7,650 6,282 2.000%, 2/15/50 2,045 1,351 1.375%, 8/15/50 12,745 7,082 1.875%, 2/ |
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| February 27, 2023 |
VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 27, 2023 |
VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 27, 2023 |
VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—95. |
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| February 27, 2023 |
VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—97. |
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| February 27, 2023 |
VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 27, 2023 |
VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 27, 2023 |
VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—97. |
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| February 27, 2023 |
VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 27, 2023 |
VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Preferred Stock—1. |
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| February 27, 2023 |
VIRTUS KAR Small-Mid Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Mid Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—95. |
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| February 27, 2023 |
VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—95. |
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| February 27, 2023 |
VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 27, 2023 |
VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| October 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin |
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| October 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
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| August 25, 2022 |
VIRTUS KAR SMALL-CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 25, 2022 |
VIRTUS KAR EQUITY INCOME FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR EQUITY INCOME FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 25, 2022 |
VIRTUS KAR SMALL-MID CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-MID CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 25, 2022 |
VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—95. |
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| August 25, 2022 |
VIRTUS TACTICAL ALLOCATION FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS TACTICAL ALLOCATION FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Par Value Value U. |
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| August 25, 2022 |
VIRTUS SGA NEW LEADERS GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS SGA NEW LEADERS GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| August 25, 2022 |
VIRTUS KAR CAPITAL GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR CAPITAL GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 25, 2022 |
VIRTUS KAR SMALL-MID CAP VALUE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-MID CAP VALUE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—96. |
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| August 25, 2022 |
VIRTUS SGA GLOBAL GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS SGA GLOBAL GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 25, 2022 |
VIRTUS SGA EMERGING MARKETS GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS SGA EMERGING MARKETS GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 25, 2022 |
VIRTUS KAR MID-CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR MID-CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—96. |
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| August 25, 2022 |
VIRTUS KAR SMALL-CAP VALUE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-CAP VALUE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 25, 2022 |
VIRTUS KAR SMALL-CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 25, 2022 |
VIRTUS KAR MID-CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR MID-CAP GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Preferred Stock—1. |
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| August 25, 2022 |
VIRTUS KAR SMALL-MID CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 VIRTUS KAR SMALL-MID CAP CORE FUND SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2022 ($ reported in thousands) Shares Value Common Stocks—99. |
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| August 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| June 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| June 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| May 20, 2022 |
? ? ? SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| May 13, 2022 |
May 13, 2022 VIA EDGAR Edgar Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| April 20, 2022 |
April 20, 2022 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F. |
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| April 20, 2022 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| February 28, 2022 |
VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 28, 2022 |
VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—95. |
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| February 28, 2022 |
VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—95. |
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| February 28, 2022 |
VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 28, 2022 |
VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 28, 2022 |
VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 28, 2022 |
VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—97. |
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| February 28, 2022 |
VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Preferred Stock—1. |
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| February 28, 2022 |
VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 28, 2022 |
VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 28, 2022 |
VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| February 28, 2022 |
VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Par Value Value U. |
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| February 28, 2022 |
VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| February 28, 2022 |
VIRTUS KAR Small-Mid Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS KAR Small-Mid Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—96. |
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| February 28, 2022 |
VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| August 26, 2021 |
VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—96. |
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| August 26, 2021 |
VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 26, 2021 |
VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 26, 2021 |
VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| August 26, 2021 |
VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—99. |
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| August 26, 2021 |
VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—95. |
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| August 26, 2021 |
VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—95. |
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| August 26, 2021 |
VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—95. |
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| August 26, 2021 |
VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
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| August 26, 2021 |
VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—97. |
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| August 26, 2021 |
VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—96. |
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| August 26, 2021 |
VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Par Value Value U. |
|
| August 26, 2021 |
VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| August 26, 2021 |
VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 VIRTUS KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2021 ($ reported in thousands) Shares Value Preferred Stock—1. |
|
| July 26, 2021 |
Virtus Equity Trust (the “Trust”) 485A Filing CIK 0000034273 File No. 811-00945 One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com July 26, 2021 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Attention: Anu Dubey Virtus Equity Trust (the ?Trust?) 485A Filing CIK 0000034273 File No. 811-00945 Ladies and Gentlemen: Thank you for the telephonic comments of the staff o |
|
| June 21, 2021 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 21, 2021 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Ken Ellington, Division of Investment Management Re: Virtus Funds Shareholder Reports Dear Mr. Ellington: Thank you for the comments of the staff of the U.S. Securities and Exchange Commission (the ?Staff?) conveyed |
|
| May 19, 2021 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com 1933 Act/Rule 485(a) May 19, 2021 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, DC 20549 RE: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No. 138 To The Commission Staff: On behalf of Virtus Equity Trust (the “Trust” or “Registrant”), |
|
| February 26, 2021 |
KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—99. |
|
| February 26, 2021 |
SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—97. |
|
| February 26, 2021 |
SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| February 26, 2021 |
KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Small-Mid Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 26, 2021 |
KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| February 26, 2021 |
SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 SGA New Leaders Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 26, 2021 |
KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 26, 2021 |
KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—91. |
|
| February 26, 2021 |
Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Par Value Value U. |
|
| February 26, 2021 |
KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Equity Income Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—100. |
|
| February 26, 2021 |
KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| February 26, 2021 |
KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—97. |
|
| February 26, 2021 |
KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 26, 2021 |
KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2020 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| December 3, 2020 |
Virtus Equity Trust (the “Trust”) 485A Filing CIK 0000034273 File No. 811-00945 One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com December 3, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Attention: Anu Dubey Virtus Equity Trust (the ?Trust?) 485A Filing CIK 0000034273 File No. 811-00945 Ladies and Gentlemen: Thank you for the additional telephonic comments |
|
| November 25, 2020 |
Virtus Equity Trust (the “Trust”) 485A Filing CIK 0000034273 File No. 811-00945 One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com November 25, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Attention: Anu Dubey Virtus Equity Trust (the ?Trust?) 485A Filing CIK 0000034273 File No. 811-00945 Ladies and Gentlemen: Thank you for the telephonic comments of the sta |
|
| November 13, 2020 |
One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com November 13, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Attention: Anu Dubey Virtus Equity Trust (the “Trust”) 485A Filing CIK 0000034273 File No. 811-00945 Ladies and Gentlemen: Thank you for your additional telephonic comment |
|
| November 9, 2020 |
One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com November 9, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Attention: Anu Dubey Virtus Equity Trust (the “Trust”) 485A Filing CIK 0000034273 File No. 811-00945 Ladies and Gentlemen: Thank you for the telephonic comments of the staf |
|
| September 23, 2020 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com 1933 Act/Rule 485(a) September 23, 2020 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, DC 20549 RE: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No. 133 To The Commission Staff: On behalf of Virtus Equity Trust (the ?Trust? or ?Registr |
|
| August 31, 2020 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com 1933 Act/Rule 485(a) August 31, 2020 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, DC 20549 RE: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No. 130 To The Commission Staff: On behalf of Virtus Equity Trust (the ?Trust? or ?Registrant |
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| August 26, 2020 |
KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—91. |
|
| August 26, 2020 |
KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—91. |
|
| August 26, 2020 |
One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com August 26, 2020 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No. 129 Virtus Rampart Enhanced Core Equity Fund, to be renamed Virtus KAR Equity Inco |
|
| August 26, 2020 |
SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| August 26, 2020 |
Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Par Value Value U. |
|
| August 26, 2020 |
KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—93. |
|
| August 26, 2020 |
KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Convertible Preferred Stock—1. |
|
| August 26, 2020 |
KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| August 26, 2020 |
KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| August 26, 2020 |
Rampart Enhanced Core Equity Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 Rampart Enhanced Core Equity Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| August 26, 2020 |
KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Convertible Preferred Stock—2. |
|
| August 26, 2020 |
KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—93. |
|
| August 26, 2020 |
SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) June 30, 2020 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| August 18, 2020 |
DEFA14A 1 tm2028814d1defa14a.htm DEFA14A Filed by the Registrant x UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only ( |
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| August 6, 2020 |
- VIRTUS RAMPART ENHANCED CORE EQUITY FUND Filed by the Registrant ☒ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 31, 2020 |
July 31, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| July 31, 2020 |
July 31, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
|
| July 30, 2020 |
July 30, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
|
| July 30, 2020 |
July 30, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
|
| July 10, 2020 |
DEF 14A 1 tm2023687-3def14a.htm VIRTUS EQUITY TRUST SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive P |
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| July 10, 2020 |
One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com July 10, 2020 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Schedule 14A Proxy Statement Dear Ms. Dubey: Thank you for your additional telephonic comment on July 10, 2020, r |
|
| July 9, 2020 | ||
| July 9, 2020 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com July 9, 2020 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Schedule 14A Proxy Statement Dear Ms. Dubey: Thank you for your telephonic comments on July 7, 2020, regarding the |
|
| July 2, 2020 |
Securities distributed by VP Distributors, LLC One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com 1933 Act/Rule 485(a) July 2, 2020 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, DC 20549 RE: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No. 129 To The Commission Staff: On behalf of Virtus Equity Trust (the ?Trust? or ?Registrant?), |
|
| July 1, 2020 |
Exhibit 99.14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust and Virtus Opportunities Trust of our reports dated November 21, 2019, relating to the financial statements and financial highlights, which appear in Virtus Rampart Multi-Asset Trend Fund (one of the Funds cons |
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| July 1, 2020 |
N-14 1 tm2023598-1n14.htm VIRTUS EQUITY TRUST As filed with the Securities and Exchange Commission on July 1, 2020 1933 Act Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form N-14 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ¨ Pre-Effective ¨ Post-Effective Amendment No. Amendment No. VIRTUS EQUITY TRUST (Virtus Tactical Allocation Fund) [ |
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| July 1, 2020 |
Exhibit 99.6(k) TENTH AMENDMENT TO AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT THIS AMENDMENT effective as of the 1st day of December, 2018 amends that certain Amended and Restated Investment Advisory Agreement dated as of November 20, 2002, and amended as of October 21, 2004, July 29, 2005, July 13, 2007, March 10, 2008, June 22, 2009, January 1, 2010, June 25, 2010, May 8, 2017 and March |
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| July 1, 2020 |
COVER 16 filename16.htm July 1, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Virtus Equity Trust (Virtus Tactical Allocation Fund) - Registration Statement on Form N-14 CIK 0000034273 Ladies and Gentlemen: Pursuant to the Securities Act of 1933, as amended, and the General Rules and Regulations |
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| July 1, 2020 |
*Opinion and consent of Kevin J. Carr, Esq., filed via EDGAR (as Exhibit 11) herewith. EX-11 2 tm2023598d2ex11.htm EXHIBIT 11 Exhibit 11 One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 29, 2020 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: I have acted as counsel to Virtus Opportunities Trust (the “Opportunities Trust”) and Virtus Equity Trust (the “Equity Trust”) in connection with the Registration Statement of the Equity |
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| July 1, 2020 |
EX-99.17 8 tm2023598d1ex99-17.htm EXHIBIT 99.17 Exhibit 99.17 PROXY PROXY SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON SEPTEMBER 10, 2020 THIS PROXY IS BEING SOLICITED BY THE BOARD OF TRUSTEES. The undersigned shareholder(s) of Virtus Rampart Multi-Asset Trend Fund, a series of Virtus Opportunities Trust, revoking previous proxies, hereby appoints Kevin J. Carr, Jennifer S. Fromm and Holly M. van |
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| July 1, 2020 |
*Form of Proxy Card for Virtus Rampart Sector Trend Fund. Filed via EDGAR (as Exhibit 17) herewith. Exhibit 17 PROXY PROXY SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON SEPTEMBER 10, 2020 THIS PROXY IS BEING SOLICITED BY THE BOARD OF TRUSTEES. |
|
| July 1, 2020 |
EX-99.6(V) 4 tm2023598d1ex99-6v.htm EXHIBIT 99.6(V) Exhibit 99.6(v) FIRST AMENDMENT TO SUBADVISORY AGREEMENT THIS AMENDMENT effective as of the 4th day of June, 2019, amends that certain Subadvisory Agreement effective November 2, 2016, (the “Agreement”) among Virtus Equity Trust (the “Trust”), a Delaware statutory trust on behalf of its series Virtus Strategic Allocation Fund and Virtus Tactical |
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| July 1, 2020 |
EX-99.16 7 tm2023598d1ex99-16.htm EXHIBIT 99.16 Exhibit 99.16 POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust, hereby constitute and appoint George R. Aylward, Kevin J. Carr and Jennifer Fromm, or any of them, as my true and lawful attorneys and agents with full power to sign for me in the capacity indicated below, on any or all Registration Statements, |
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| July 1, 2020 |
July 1, 2020 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
|
| July 1, 2020 |
EX-14 3 tm2023598d2ex14.htm EXHIBIT 14 Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust and Virtus Opportunities Trust of our reports dated November 21, 2019, relating to the financial statements and financial highlights, which appear in Virtus Rampart Sector Tr |
|
| July 1, 2020 |
Exhibit 16 POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust, hereby constitute and appoint George R. |
|
| July 1, 2020 |
Submission Proof - 20-23598-2 As filed with the Securities and Exchange Commission on July 1, 2020 1933 Act Registration No. |
|
| July 1, 2020 |
EX-99.6(L) 3 tm2023598d1ex99-6l.htm EXHIBIT 99.6(L) Exhibit 99.6(l) ELEVENTH AMENDMENT TO AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT THIS AMENDMENT effective as of the 5th day of May, 2019 amends that certain Amended and Restated Investment Advisory Agreement dated as of November 20, 2002, and amended as of October 21, 2004, July 29, 2005, July 13, 2007, March 10, 2008, June 22, 2009, Janu |
|
| July 1, 2020 |
*Opinion and consent of Kevin J. Carr, Esq., filed via EDGAR (as Exhibit 11) herewith. Exhibit 99.11 One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 29, 2020 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: I have acted as counsel to Virtus Opportunities Trust (the “Opportunities Trust”) and Virtus Equity Trust (the “Equity Trust”) in connection with the Registration Statement of the Equity Trust on Form N-14 (the “Registratio |
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| June 30, 2020 |
- VIRTUS RAMPART ENHANCED CORE EQUITY FUND PRE 14A 1 tm2023687-1pre14a.htm VIRTUS RAMPART ENHANCED CORE EQUITY FUND SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) x Filed by the Registrant ¨ Filed by a Party other than the Registrant Check the appropriate box: x Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e |
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| February 28, 2020 |
KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Mid-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 28, 2020 |
KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Capital Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—99. |
|
| February 28, 2020 |
Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 Tactical Allocation Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Par Value Value U. |
|
| February 28, 2020 |
KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Global Quality Dividend Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—99. |
|
| February 28, 2020 |
KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Small-Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—94. |
|
| February 28, 2020 |
KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Small-Mid Cap Core Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—91. |
|
| February 28, 2020 |
Rampart Enhanced Core Equity Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 Rampart Enhanced Core Equity Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 28, 2020 |
KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Small-Cap Value Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—95. |
|
| February 28, 2020 |
KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Small-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—94. |
|
| February 28, 2020 |
SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 SGA Emerging Markets Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—98. |
|
| February 28, 2020 |
SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 SGA Global Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—96. |
|
| February 28, 2020 |
KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 KAR Mid-Cap Growth Fund SCHEDULE OF INVESTMENTS (Unaudited) December 31, 2019 ($ reported in thousands) Shares Value Common Stocks—94. |
|
| August 27, 2019 |
Virtus Equity Trust NPORT-EX - - KAR CAPITAL GROWTH FUND SCHEDULE OF INVESTMENTS (Unaudited) JUNE 30, 2019 ($ reported in thousands) Shares Value CONVERTIBLE PREFERRED STOCK—1. |
|
| June 12, 2019 |
1933 Act/Rule 485(b) June 12, 2019 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, NE Washington, DC 20549 Re: Virtus Equity Trust File Nos. |
|
| June 11, 2019 |
Virtus Equity Trust CORRESP - - One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 11, 2019 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No.122 Dear Ms. Dubey: Thank you for your additional telephonic comments on June 7, 2019 |
|
| June 6, 2019 |
Virtus Equity Trust CORRESP - - One Financial Plaza, Hartford, CT 06103 | 800.248.7971 | Virtus.com June 6, 2019 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No.122 Dear Ms. Dubey: Thank you for your telephonic comments on May 9, 2019, regarding t |
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| March 29, 2019 |
1933 Act/Rule 485(a) March 29, 2019 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, NE Washington, DC 20549 Re: Virtus Equity Trust File Nos. |
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| March 8, 2019 |
Virtus Equity Trust VIRTUS EQUITY TRUST ? United States Securities and Exchange Commission Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Def |
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| March 1, 2019 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| March 1, 2019 |
Virtus Equity Trust VIRTUS EQUITY TRUST (Quarterly Schedule of Portfolio Holdings) Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 12, 2019 |
CORRESP 1 filename1.htm February 12, 2019 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Virtus Equity Trust Form N-14 Registration Statement SEC File No. 333-228583 Ladies and Gentlemen: This letter sets forth responses to the additional oral comments received from Anu Dubey of the Staff of the Securit |
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| February 12, 2019 |
Virtus Equity Trust 101 Munson Street Greenfield, Massachusetts 01301 February 12, 2019 Ms. |
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| February 11, 2019 |
February 11, 2019 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| February 5, 2019 |
Opinion and consent of Kevin J. Carr, Esq. Exhibit 99.11 One Financial Plaza Hartford, CT 06103 800.248.7971 VIRTUS.COM February 5, 2019 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: We have acted as counsel to Virtus Equity Trust (the “Acquiring Trust”) in connection with the Registration Statement of the Acquiring Trust on Form N-14 (the “Registration Statement”) being filed by the Acquiring Trust under |
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| February 5, 2019 |
Virtus Equity Trust Form N-14 Registration Statement SEC File No. 333-228583 February 5, 2019 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| February 5, 2019 |
Consent of PricewaterhouseCoopers LLP with respect to AB SGA Fund, a series of American Beacon Funds Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of our report dated March 27, 2018, relating to the financial statements and financial highlights, which appears in the American Beacon SGA Global Growth Fund Annual Report on Form N-CSR for the year ended January 31, 2018. |
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| February 5, 2019 |
Amended Annex A to Form of Sales Agreement Exhibit 99.7(C) 100 Pearl Street Hartford, CT 06103 800.248.7971 VIRTUS.COM Virtus Mutual Funds Sales Agreement Amended Annex A January 2019 VP Distributors, LLC Virtus Mutual Funds and Available Share Classes FIXED INCOME EQUITY Virtus Newfleet Bond Fund A C I R6 Virtus Ceredex Large-Cap Value Equity Fund A C I R6 Virtus Newfleet CA Tax-Exempt Bond Fund A I Virtus Ceredex Mid-Cap Value Equity Fun |
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| February 5, 2019 |
Form of Proxy Card for AB SGA Fund Exhibit 99.17 PROXY PROXY SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON APRIL 23, 2019 THIS PROXY IS BEING SOLICITED BY THE BOARD OF TRUSTEES. The undersigned shareholder(s) of American Beacon SGA Global Growth Fund (“AB SGA Fund”), a series of American Beacon Funds, revoking previous proxies, hereby appoints Terri L. McKinney and Rosemary K. Behan, or any one of them true and lawful attorneys wit |
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| February 5, 2019 |
As filed with the Securities and Exchange Commission on February 5, 2019 1933 Act Registration No. |
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| January 24, 2019 |
CORRESP 1 filename1.htm 100 Pearl Street, Hartford, CT 06103 800.248.7971 VIRTUS.COM January 24, 2019 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No.119 Dear Ms. Dubey: Thank you for your telephonic comments on Dec |
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| December 12, 2018 |
Exhibit 99.13(rr) FORM OF AMENDMENT TO SUB-ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENT This Amendment dated December 1, 2018 is by and among Virtus Fund Services, LLC (“Company”), Virtus Alternative Solutions Trust, Virtus Asset Trust, Virtus Equity Trust, Virtus Opportunities Trust, Virtus Retirement Trust and Virtus Variable Insurance Trust (each, a “Fund” and together, the “Funds”) and The |
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| December 12, 2018 |
EX-99.16 10 tv508990ex99-16.htm POWER OF ATTORNEY Exhibit 99.16 POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust, hereby constitute and appoint George R. Aylward, Kevin J. Carr and Jennifer Fromm, or any of them, as my true and lawful attorneys and agents with full power to sign for me in the capacity indicated below, on any or all Registration Statements |
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| December 12, 2018 |
Exhibit 99.10(e) VIRTUS EQUITY TRUST (the “Fund”) AMENDMENT NO. 4 TO CLASS A SHARES AMENDED AND RESTATED DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 under the INVESTMENT COMPANY ACT OF 1940 THIS AMENDMENT made effective as of the 14th day of November, 2018 amends that certain Class A Shares Amended and Restated Distribution Plan Pursuant to Rule 12b-1 under the Investment Company Act of 1940, dated M |
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| December 12, 2018 |
EX-99.10(J) 6 tv508990ex99-10j.htm AMENDMENT NO. 4 TO CLASS C SHARES AMENDED AND RESTATED DISTRIBUTION PLAN PURSUANT TO RULE 12B-1 Exhibit 99. 10(j) VIRTUS EQUITY TRUST (the “Fund”) AMENDMENT NO. 4 TO CLASS C SHARES AMENDED AND RESTATED DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 under the INVESTMENT COMPANY ACT OF 1940 THIS AMENDMENT made effective as of the 14th day of November, 2018 amends that ce |
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| December 12, 2018 |
EX-99.6(K) 2 tv508990ex99-6k.htm FORM OF AMENDMENT TO AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT Exhibit 99.6(k) FORM OF TENTH AMENDMENT TO AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT THIS AMENDMENT effective as of the 1st day of December, 2018 amends that certain Amended and Restated Investment Advisory Agreement dated as of November 20, 2002, and amended as of October 21, 2004, Ju |
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| December 12, 2018 |
EX-99.9(J) 4 tv508990ex99-9j.htm JOINDER AGREEMENT AND AMENDMENT TO FOREIGN CUSTODY MANAGER AGREEMENT Exhibit 99.9(j) EXECUTION JOINDER AGREEMENT TO FOREIGN CUSTODY MANAGER AGREEMENT This Joinder Agreement (“Agreement”) dated December 1, 2018 and effective as of September 11, 2017 is by and between Virtus Alternative Solutions Trust, Virtus Equity Trust, Virtus Opportunities Trust, Virtus Retireme |
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| December 12, 2018 |
Virtus Equity Trust VIRTUS EQUITY TRUST As filed with the Securities and Exchange Commission on December 12, 2018 1933 Act Registration No. |
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| December 12, 2018 |
Exhibit 99.11 100 Pearl Street Hartford, CT 06103 800.248.7971 VIRTUS.COM Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: I have acted as counsel to Virtus Equity Trust (the “Trust”) in connection with the Registration Statement of the Trust on Form N-14 (the “Registration Statement”) being filed by the Trust under the Securities Act of 1933, as amended (the “Act”) |
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| December 12, 2018 |
EX-99.9(E) 3 tv508990ex99-9e.htm AMENDMENT TO CUSTODY AGREEMENT Exhibit 99.9(e) EXECUTION AMENDMENT TO CUSTODY AGREEMENT This Amendment (“Amendment”) dated December 1, 2018 is by and between Virtus Alternative Solutions Trust, Virtus Equity Trust, Virtus Opportunities Trust, Virtus Retirement Trust, Virtus Asset Trust and Virtus Variable Insurance Trust, (each, the “Fund” and collectively, the “Fu |
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| December 12, 2018 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Exhibit 99.14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Virtus Equity Trust of our reports dated November 20, 2018, relating to the financial statements and financial highlights, which appear in Virtus Equity Trust’s Annual Reports on Form N-CSR for the year ended September 30, 2018. W |
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| December 12, 2018 |
Virtus Equity Trust VIRTUS SGA GLOBAL GROWTH FUND As filed with the Securities and Exchange Commission on December 12, 2018 1933 Act Registration No. |
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| November 28, 2018 |
November 28, 2018 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| November 28, 2018 |
Exhibit 99.16 POWER OF ATTORNEY I, the undersigned member of the Board of Trustees of Virtus Equity Trust, hereby constitute and appoint George R. Aylward, Kevin J. Carr and Jennifer Fromm, or any of them, as my true and lawful attorneys and agents with full power to sign for me in the capacity indicated below, on any or all Registration Statements, amendments thereto, including without limitation |
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| November 28, 2018 |
N-14 1 tv507740n14.htm VIRTUS EQUITY TRUST As filed with the Securities and Exchange Commission on November 28, 2018 1933 Act Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form N-14 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ¨ Pre-Effective ¨ Post-Effective Amendment No. Amendment No. VIRTUS EQUITY TRUST (Virtus SGA Global Growth Fund) [ |
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| November 28, 2018 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Exhibit 99.14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of our reports dated March 27, 2018, relating to the financial statements and financial highlights, which appear in the American Beacon SGA Global Growth Fund Annual Report on Form N-CSR for the year ended January 31, 2018. We also c |
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| November 28, 2018 |
SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON FEBRUARY 6, 2019 EX-99.17 6 tv507740ex99-17.htm FORM OF PROXY CARD Exhibit 99.17 PROXY PROXY SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON FEBRUARY 6, 2019 THIS PROXY IS BEING SOLICITED BY THE BOARD OF TRUSTEES. The undersigned shareholder(s) of American Beacon SGA Global Growth Fund (“AB SGA Fund”), a series of American Beacon Funds, revoking previous proxies, hereby appoints and , or any one of them true and law |
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| November 28, 2018 |
Securities distributed by VP Distributors, LLC EX-99.11 3 tv507740ex99-11.htm OPINION AND CONSENT Exhibit 99.11 100 Pearl Street Hartford, CT 06103 800.248.7971 VIRTUS.COM November 20, 2018 Virtus Equity Trust 101 Munson Street Greenfield, MA 01301 Ladies and Gentlemen: We have acted as counsel to Virtus Equity Trust (the “Acquiring Trust”) in connection with the Registration Statement of the Acquiring Trust on Form N-14 (the “Registration Sta |
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| November 16, 2018 |
1933 Act/Rule 485(a) November 16, 2018 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, NE Washington, DC 20549 Re: Virtus Equity Trust File Nos. |
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| October 17, 2018 |
DSE / Duff & Phelps Select Energy MLP Fund Inc. CORRESP CORRESP 1 filename1.htm 100 Pearl Street, Hartford, CT 06103 800.248.7971 VIRTUS.COM October 11, 2018 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Ken Ellington, Division of Investment Management Re: Virtus Funds Shareholder Reports Dear Mr. Ellington: Thank you for your telephonic comments on September 11, 2018, regarding the shareholder re |
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| August 29, 2018 |
Virtus Equity Trust VIRTUS EQUITY TRUST (Quarterly Schedule of Portfolio Holdings) N-Q 1 d557516dnq.htm VIRTUS EQUITY TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive o |
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| August 29, 2018 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| March 6, 2018 |
100 Pearl Street, Hartford, CT 06103 800.248.7971 VIRTUS.COM March 6, 2018 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No.114 Dear Ms. Dubey: Thank you for your additional telephonic comments on February 27, 2018 r |
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| February 28, 2018 |
Virtus Equity Trust VIRTUS EQUITY TRUST (Quarterly Schedule of Portfolio Holdings) Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 28, 2018 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| February 26, 2018 |
100 Pearl Street, Hartford, CT 06103 800.248.7971 VIRTUS.COM February 26, 2018 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Anu Dubey, Division of Investment Management Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 Post-Effective Amendment No.114 Dear Ms. Dubey: Thank you for your telephonic comments on January 25, 2018 regarding |
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| December 21, 2017 |
COVER 16 filename16.htm 1933 Act/Rule 485(a) December 21, 2017 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, NE Washington, DC 20549 Re: Virtus Equity Trust File Nos. 002-16590 and 811-00945 To The Commission Staff: On behalf of Virtus Equity Trust (the “Trust” or “Registrant”), transmitted herewith for filing under Rule 485(a) under the Securities Ac |
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| August 29, 2017 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive offices) (Zip code) Kevin J. Carr, Esq. Se |
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| August 29, 2017 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| February 28, 2017 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| February 28, 2017 |
Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| November 2, 2016 |
DEF 14C 1 t1602609def14c.htm DEFINITIVE INFORMATION STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION INFORMATION STATEMENT PURSUANT TO SECTION 14(c) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the registrant x Filed by a party other than the registrant ¨ Check the appropriate box: ¨ Preliminary Information Statement ¨ Confidential, For |
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| August 29, 2016 |
Virtus Equity Trust - VIRTUS EQUITY TRUST Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 29, 2016 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| April 14, 2016 |
Securities distributed by VP Distributors, LLC CORRESP 1 filename1.htm April 14, 2016 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D.C. 20549 Attention: Ken Ellington, Division of Investment Management Re: Virtus Funds Shareholder Reports Dear Mr. Ellington: Thank you for your telephonic comments on March 7, 2016, regarding the shareholder reports on Form N-CSR for Virtus Variable Insurance Trust (File Nos. 0 |
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| March 21, 2016 |
? UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? ? Filed by a Party other than the Registrant ? ? Check the appropriate box: ? Preliminary Proxy Statement ? ? Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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| March 21, 2016 |
March 21, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| March 18, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)( |
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| March 18, 2016 |
March 18, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| March 17, 2016 |
March 17, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| March 17, 2016 |
March 17, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| March 2, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)( |
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| March 2, 2016 |
March 2, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| February 26, 2016 |
Virtus Equity Trust - VIRTUS EQUITY TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive offices) (Zip code) Kevin J. Carr, Esq. Se |
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| February 26, 2016 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| February 12, 2016 |
February 12, 2016 James E. Thomas T +1 617 951 7367 F +1 617 235 0483 [email protected] VIA EDGAR Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Attn: Kaitlin C. Bottock Re: Virtus Alternative Solutions Trust, et al.; File No. 812-14538 Ladies and Gentlemen: This letter provides the responses of Virtus Alternative Solutions Trust, Virtus Equity Trust, Virtus Insi |
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| January 29, 2016 |
CORRESP 1 filename1.htm January 29, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Virtus Equity Trust Virtus Insight Trust Virtus Opportunities Trust CIK 0000034273 CIK 0001003859 CIK 0001005020 (File No. 811-00945) (File No. 811-07447) (File No. 811-07455) Ladies and Gentlemen: On January 22, 201 |
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| January 22, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)( |
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| January 22, 2016 |
January 22, 2016 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| August 28, 2015 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| August 28, 2015 |
Virtus Equity Trust - VIRTUS EQUITY TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive offices) (Zip code) Kevin J. Carr, Esq. Se |
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| March 2, 2015 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| March 2, 2015 |
Virtus Equity Trust - VIRTUS EQUITY TRUST N-Q 1 d846210dnq.htm VIRTUS EQUITY TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive o |
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| November 13, 2014 |
1933 Act/Rule 485(b) November 12, 2014 VIA EDGAR Securities and Exchange Commission Division of Investment Management 100 F Street, NE Washington, DC 20549 Re: Virtus Equity Trust File Nos. |
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| November 12, 2014 |
Virtus Equity Trust CORRESP - - November 12, 2014 Securities and Exchange Commission Judiciary Plaza 100 F Street, NE Washington, D. |
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| September 23, 2014 |
Virtus Equity Trust DEF 14A - - DEFINITIVE PROXY STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)( |
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| September 23, 2014 |
Virtus Equity Trust CORRESP - - September 23, 2014 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| September 12, 2014 |
PDIAX / Virtus Rampart Enhanced Core Equity Fund CORRESP - - September 12, 2014 VIA EDGAR EDGAR Operations Branch Division of Investment Management Securities and Exchange Commission 100 F Street, N. |
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| September 12, 2014 |
PDIAX / Virtus Rampart Enhanced Core Equity Fund PRE 14A - - PRELIMINARY PROXY STATEMENT PRE 14A 1 t1401770pre14a.htm PRELIMINARY PROXY STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for U |
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| August 28, 2014 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| August 28, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive offices) (Zip code) Kevin J. Carr, Esq. Vi |
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| August 12, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☐ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☐ Definitive Information Statement ☒ Definitive Addit |
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| August 6, 2014 |
PDIAX / Virtus Rampart Enhanced Core Equity Fund DEF 14C - - DEFINITIVE INFORMATION STATEMENT DEF 14C 1 t1401468def14c.htm DEFINITIVE INFORMATION STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☐ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c- |
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| February 28, 2014 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| February 28, 2014 |
Quarterly Schedule of Portfolio Holdings - VIRTUS EQUITY TRUST Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 29, 2013 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| August 29, 2013 |
Quarterly Schedule of Portfolio Holdings - VIRTUS EQUITY TRUST Virtus Equity Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| July 17, 2013 |
- DEFINITIVE INFORMATION STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☐ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☒ Definitive Information Statement Virtus Equity Trus |
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| March 1, 2013 |
Quarterly Schedule of Portfolio Holdings - VIRTUS EQUITY TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-00945 Virtus Equity Trust (Exact name of registrant as specified in charter) 101 Munson Street Greenfield, MA 01301-9668 (Address of principal executive offices) (Zip code) Kevin J. Carr, Esq. Vi |
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| March 1, 2013 |
Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act Certifications Pursuant to Section 302 Certification Pursuant to Rule 30a-2(a) under the 1940 Act and Section 302 of the Sarbanes-Oxley Act I, George R. |
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| December 10, 2012 |
Virtus Equity Trust Virtus Mutual Funds 101 Munson Street Greenfield, MA 01301-9683 December 10, 2012 United States Securities and Exchange Commission Division of Investment Management Attn: Sheila Stout 100 F Street, NE Washington, D. |
