Virtus Strategy Trust has issued a supplement to correct a scrivener's error regarding the minimum investment for its Institutional Class Shares. This update is important for investors and financial intermediaries involved in high-net-worth investments.

The correction clarifies that the minimum initial investment for Institutional Class Shares is $1 million, with modifications possible for certain financial intermediaries that submit trades on behalf of underlying investors. Additionally, there is no minimum additional investment requirement for these shares.

The filing emphasizes that Institutional Class Shares are available to pension and profit-sharing plans, employee benefit trusts, endowments, foundations, corporations, and other high-net-worth individuals. Notably, for purchases made by Trustees of the Virtus Mutual Funds and directors, officers, and employees of Virtus and its affiliates, the minimum initial investment requirement is waived.

This update reflects Virtus Strategy Trust's commitment to transparency and accurate communication within the investment industry. Investors are advised to retain this supplement with the Statement of Additional Information for future reference.

Details were not available in the SEC filing regarding any further actions or upcoming filings related to this correction.

The supplement was filed as of October 28, 2026, and serves to amend the Statement of Additional Information dated January 28, 2026. This correction is particularly relevant for investors engaging with the Institutional Class Shares of the Virtus Strategy Trust, which are designed for high-net-worth individuals and institutional investors.

Furthermore, the filing specifies that completed applications for the purchase of shares should be sent to Virtus Mutual Funds at their designated mailing address in Pittsburgh, PA. This detail is crucial for ensuring that applications are processed correctly and in a timely manner.

While the filing provides clarity on the minimum investment requirements, it does not include any additional information regarding the performance of the funds associated with the Institutional Class Shares or any future changes to investment strategies.