Virtus Investment Partners is committed to addressing a wide range of investor needs by offering a choice of retirement planning solutions.
Our diverse selection of collective investment trusts (CITs) encompasses a wide spectrum of core and specialized investment options across asset classes and market capitalizations. Managed by Virtus’ affiliated managers and administered by SEI Trust Company, each strategy represents a different investment style.
Collective Investment Trusts Overview
Ceredex Large Cap Value Equity CIT
Ceredex Mid-Cap Value Equity CIT
Duff & Phelps Global Real Estate Securities CIT
Duff & Phelps U.S. REIT CIT
KAR International Small-Cap CIT
KAR Mid-Cap Core CIT
KAR Small-Cap Core CIT
KAR Small Cap Quality Value CIT
KAR Small Cap Sustainable Growth CIT
KAR Small-Mid Cap Core CIT
KAR Small-Mid Cap Quality Value CIT
SGA Global Growth CIT
SGA International Growth CIT
For more information:
Please call Virtus Retirement Sales Support at 860-263-4815.
Each trust referenced is a trust for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts and governmental plans, as more fully described in the respective Declaration of Trust. As bank collective trusts, these CITs are exempt from registration as investment companies. Each trust referenced is managed by SEI Trust Company, the trustee, based on the investment advice of Ceredex Value Advisors LLC, Duff & Phelps Investment Management Co., Kayne Anderson Rudnick Investment Management, LLC, or Sustainable Growth Advisers, LP respectively, the investment adviser to the trusts.
Investing involves risk including loss of principal. There is no guarantee that the goals of a Collective Investment Trust will be met.