# EDGAR Filing Document

**Accession Number:** 0001423227
**File Stem:** 0000930413-25-003653
**Filing Date:** 2025-12
**Character Count:** 3746
**Document Hash:** a800f1ead1414e5c4c6e59a87fe05295
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000930413-25-003653.hdr.sgml**: 20251216

**ACCESSION NUMBER**: 0000930413-25-003653

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251216

**DATE AS OF CHANGE**: 20251216

**EFFECTIVENESS DATE**: 20251216

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Virtus Strategy Trust
- **CENTRAL INDEX KEY:** 0001423227

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-148624
- **FILM NUMBER:** 251573419

**BUSINESS ADDRESS:**
- **STREET 1:** 101 MUNSON STEET
- **CITY:** GREENFIELD
- **STATE:** MA
- **ZIP:** 01301
- **BUSINESS PHONE:** 800-243-1574

**MAIL ADDRESS:**
- **STREET 1:** ONE FINANCIAL PLAZA
- **STREET 2:** 26TH FLOOR
- **CITY:** HARTFORD
- **STATE:** CT
- **ZIP:** 06103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Allianz Funds Multi-Strategy Trust
- **DATE OF NAME CHANGE:** 20080109

## Series and Classes Contracts Data

### Virtus Duff & Phelps Water Fund (Series ID: S000021463)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class C    | AWTCX         | C000061367 |

---

### Virtus Convertible Fund (Series ID: S000028359)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class C    | ANZCX         | C000086659 |

---

### Virtus Newfleet Short Duration High Income Fund (Series ID: S000033713)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class C    | ASHCX         | C000103877 |

---

## Series and Classes Contracts Data

### Virtus Duff & Phelps Water Fund (Series ID: S000021463)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000061367 | Class C      | AWTCX           |

### Virtus Convertible Fund (Series ID: S000028359)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000086659 | Class C      | ANZCX           |

### Virtus Newfleet Short Duration High Income Fund (Series ID: S000033713)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000103877 | Class C      | ASHCX           |

**Virtus Convertible Fund, Virtus Duff & Phelps Water Fund** 

**and Virtus Newfleet Short Duration High Income Fund (collectively, the "Funds"), each a series of Virtus Strategy Trust (the "Trust")**

Supplement dated December 16, 2025 to the Summary Prospectus and Virtus Strategy Trust<br> Statutory Prospectus applicable to Funds (collectively, the "Prospectuses"), and to the<br> Statement of Additional Information ("SAI") applicable to Funds,<br> each dated January 28, 2025, as supplemented

**Important Notice to Investors**

On September 23, 2025, the Trust notified shareholders by supplement that Class C Shares of the Funds would no longer be available for purchase as of January 21, 2026 by new or existing shareholders, except by existing shareholders through Qualifying Transactions (as defined in that supplement).

The Trust has since decided to continue offering Class C Shares of the Funds for sale to new and existing shareholders until further notice.

In addition, dividends and/or capital gain distributions may continue to be reinvested in Class C Shares of the Funds, and shareholders of Virtus Mutual Funds may continue to exchange their Class C Shares of a Virtus Mutual Fund for Class C Shares of the Funds, as permitted by existing exchange privileges.

Accordingly, the Trust's supplement dated September 23, 2025, is hereby rescinded solely with respect to the Funds listed herein.

**Investors should retain this supplement with the Prospectuses and SAI for future reference.**

VST 8060/Class C Revision (12/2025)