Virtus Funds Seek SEC Nod for New Share Fees
Published Date: 5/7/2025
Notice
Summary
Virtus Global Credit Opportunities Fund and its advisers want permission to offer different types of shares with special fees and early withdrawal charges. This change affects investors who might see new ways to invest and pay fees based on their choices. If no one asks for a hearing by May 27, 2025, the SEC will likely approve these updates soon.
Analyzed Economic Effects
1 provisions identified: 0 benefits, 1 costs, 0 mixed.
Closed‑End Funds: Fee‑Bearing Share Classes
You may see new share classes for the Virtus Global Credit Opportunities Fund that can include asset-based distribution and/or service fees and early withdrawal charges. If you buy one of these fee-bearing share classes, you could pay those fees when you hold or redeem your shares. The SEC will likely grant the requested order unless someone requests a hearing by May 27, 2025.
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