Get the free Summary Prospectus by Investment Company (Form 497K)

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Institutional New Account Application For assistance in completing this application, please call your financial professional or a Virtus Mutual Funds (the Funds) customer service representative at

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What is summary prospectus by investment?

A summary prospectus is a concise version of a mutual fund's full prospectus, designed to provide key information about the fund, such as its investment objectives, risks, and costs, in a clear and accessible format for investors.

Who is required to file summary prospectus by investment?

Mutual funds and certain other investment companies are required to file a summary prospectus with the Securities and Exchange Commission (SEC) when they offer shares to the public.

How to fill out summary prospectus by investment?

To fill out a summary prospectus, fund managers must adhere to SEC guidelines, including providing essential information about the fund's investment strategy, risks, performance, fees, and expenses in a standardized format.

What is the purpose of summary prospectus by investment?

The purpose of a summary prospectus is to provide investors with a simplified and clear overview of the fund, enabling them to make informed decisions without needing to read the entire prospectus.

What information must be reported on summary prospectus by investment?

A summary prospectus must report information such as the fund's investment objectives, principal investment strategies, risks, performance history, fees and expenses, and how to purchase and redeem shares.

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