Virtus Investment Trust has filed a new summary prospectus for the Virtus Zevenbergen Technology Fund, effective October 28, 2026. This update is significant as it provides investors with essential information about the fund's investment objectives, fees, and expenses.

Virtus Investment Trust, based in Greenfield, Massachusetts, is an investment management firm focused on offering a range of mutual funds. The company has undergone several name changes in the past, including its previous identities as Allianz Funds and PIMCO Funds. The firm is committed to delivering investment solutions that meet the needs of its clients.

The recent filing, accession number 0000930413-26-003154, outlines the investment objective of the Virtus Zevenbergen Technology Fund, which seeks long-term capital appreciation. The prospectus also details the fees associated with investing in the fund, including maximum sales charges and annual operating expenses.

Investors will find that the maximum sales charge for Class A shares is set at 5.50%, while Class C shares have no sales charge. The annual fund operating expenses vary by share class, with Class A at 1.41%, Class C at 2.15%, and Institutional shares at 1.15%.

This update may affect a variety of stakeholders, including current investors, potential investors, and financial advisors who recommend funds to clients. The clarity provided in the prospectus can help investors make informed decisions regarding their investments.

The filing does not specify what happens next, but it is expected that Virtus Investment Trust will continue to monitor the performance of the fund and may make further updates as necessary.