# EDGAR Filing Document

**Accession Number:** 0000867297
**File Stem:** 0000930413-25-003700
**Filing Date:** 2025-12
**Character Count:** 7521
**Document Hash:** a4ad91a42c61f5fea79cec08c648ec81
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000930413-25-003700.hdr.sgml**: 20251218

**ACCESSION NUMBER**: 0000930413-25-003700

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251218

**DATE AS OF CHANGE**: 20251218

**EFFECTIVENESS DATE**: 20251218

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Virtus Investment Trust
- **CENTRAL INDEX KEY:** 0000867297

**ORGANIZATION NAME:**
- **EIN:** 330457728
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 033-36528
- **FILM NUMBER:** 251581355

**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
- **DATE OF NAME CHANGE:** 20050330

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PIMCO FUNDS MULTI MANAGER SERIES
- **DATE OF NAME CHANGE:** 19970626

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PIMCO FUNDS EQUITY ADVISORS SERIES
- **DATE OF NAME CHANGE:** 19960227

## Series and Classes Contracts Data

### Virtus KAR Global Small-Cap Fund (Series ID: S000007979)

---

|  |  |  |
|:---|:---|:---|
| Class Name    | Ticker Symbol | Class ID   |
| A             | RGSAX         | C000021688 |
| C             | RGSCX         | C000021690 |
| Institutional | DGSCX         | C000021692 |

---

## Series and Classes Contracts Data

### Virtus KAR Global Small-Cap Fund (Series ID: S000007979)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000021688 | A             | RGSAX           |
| C000021690 | C             | RGSCX           |
| C000021692 | Institutional | DGSCX           |

**Virtus KAR Global Small-Cap Fund (the "Fund"), a series of Virtus Investment Trust**

Supplement dated December 18, 2025 to the Summary Prospectus and the Virtus Investment Trust<br> Statutory Prospectus (collectively, the "Prospectuses"),<br> each dated October 28, 2025, as supplemented

**IMPORTANT NOTICE TO INVESTORS**

Kayne Anderson Rudnick has announced that on June 30, 2026, Craig Thrasher, CFA<sup>®</sup> will be retiring and therefore stepping down as a portfolio manager for the Fund. The Prospectuses will be updated as appropriate at the time of the changes.

Separately, Hyung Kim will be added as a portfolio manager of the Fund, effective January 1, 2026. Following are the resulting changes to the Prospectuses.

The disclosure under "Portfolio Management" in the Fund's summary prospectus and in the summary section of the Fund's statutory prospectus will be replaced in its entirety with the following:

The following individuals are jointly and primarily responsible for the day-to-day management of the fund's portfolio.

---

| | |
|:---|:---|
| > | ***Todd Beiley, CFA,*** Portfolio Manager and Senior Research Analyst at KAR. Mr. Beiley has served as a Portfolio Manager of the fund since July 2022. |

---

---

| | |
|:---|:---|
| > | ***Hyung Kim,*** Portfolio Manager and Senior Research Analyst at KAR. Mr. Kim has served as a Portfolio Manager of the fund since January 2026. |

---

---

| | |
|:---|:---|
| > | ***Craig Thrasher, CFA,*** Portfolio Manager and Senior Research Analyst at KAR. Mr. Thrasher has served as a Portfolio Manager of the fund since July 2022. Mr. Thrasher will be retiring on June 30, 2026. |

---

In the Management of the Fund's section under "Portfolio Management" beginning on page 89 of the Fund's statutory prospectus, the row for the Fund in the table under the subheading "KAR" will be replaced with the following:

---

| | |
|:---|:---|
| &nbsp;&nbsp;**Fund** | &nbsp;&nbsp;**Portfolio Managers** |
| &nbsp;&nbsp;Virtus KAR Global Small-Cap Fund | &nbsp;&nbsp;Todd Beiley (since July 2022) <br> Hyung Kim (since January 2026)<br> Craig Thrasher, CFA (since the fund's inception in July 2022, retiring on June 30, 2026) |

---

The portfolio manager biographies under the referenced table will be amended by adding the following for Mr. Kim.

***Hyung Kim,*** Mr. Kim is a Portfolio Manager and Senior Research Analyst at KAR (since 2017) with primary research responsibilities for the Emerging Markets and International Small Cap Portfolios. Prior to joining KAR, Mr. Kim was an International Equity Analyst for Advisory Research Inc. (2010 to 2017). He began his career in the investment industry in 2004.

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

VIT 8061/KAR Global Small-Cap PM Changes (12/2025)

**Virtus KAR Global Small-Cap Fund (the "Fund"), a series of Virtus Investment Trust**

Supplement dated December 18, 2025 to the Statement of Additional Information ("SAI")<br> dated October 28, 2025, as supplemented

**IMPORTANT NOTICE TO INVESTORS**

Kayne Anderson Rudnick has announced that on June 30, 2026, Craig Thrasher, CFA<sup>®</sup> will be retiring and therefore stepping down as a portfolio manager for the Fund. The SAI will be updated as appropriate at the time of the change.

Separately, Hyung Kim will be added as a portfolio manager of the Fund, effective January 1, 2026. Following are the resulting changes to the SAI.

The disclosure in the table under "Portfolio Managers" beginning on page 82 of the SAI will be amended by adding Mr. Kim in the row for Global Small-Cap Fund.

The disclosure in the "Other Accounts Managed (*No Performance-Based Fees*)" table on page 84 of the SAI will be amended by adding a row and associated footnote for Mr. Kim as follows:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp; **Registered Investment** <br> **Companies** | &nbsp;&nbsp; **Registered Investment** <br> **Companies** | &nbsp;&nbsp; **Other Pooled** <br> **Investment Vehicles**  | &nbsp;&nbsp; **Other Pooled** <br> **Investment Vehicles**  | &nbsp;&nbsp;**Other Accounts** | &nbsp;&nbsp;**Other Accounts** |
| &nbsp;&nbsp;**Portfolio Manager** | &nbsp;&nbsp;**Number of** <br> **Accounts** | &nbsp;&nbsp;**Total Assets** | &nbsp;&nbsp;**Number of Accounts** | &nbsp;&nbsp;**Total Assets** | &nbsp;&nbsp;**Number of Accounts** | &nbsp;&nbsp;**Total Assets** |
| &nbsp;&nbsp;Hyung Kim <sup>(\*\*)</sup> | &nbsp;&nbsp;6 | &nbsp;&nbsp;$1.69 billion | &nbsp;&nbsp;2 | &nbsp;&nbsp;$84.9 million | &nbsp;&nbsp;4 | &nbsp;&nbsp;$561 million |

---

<sup>(\*\*)</sup>As of December 1, 2025. Mr. Kim became a Portfolio Manager of the Global Small-Cap Fund effective January 1, 2026.

The disclosure in the table under "Portfolio Manager Fund Ownership" beginning on page 87 of the SAI will be amended by adding a row and associated footnote for Mr. Kim as follows:

---

| | | | |
|:---|:---|:---|:---|
| &nbsp;&nbsp;**Portfolio Manager** | &nbsp;&nbsp;**Fund** | &nbsp;&nbsp;**Dollar Range of** <br> **Equity Securities** <br> **Beneficially Owned in** <br> **Fund Managed** | &nbsp;&nbsp;**Dollar Range of** <br> **Financial Exposure** <br> **Through Similar** <br> **Strategies** |
| &nbsp;&nbsp;Hyung Kim <sup>(4)</sup> | &nbsp;&nbsp;Global Small-Cap Fund |  |  |

---

<sup>(4)</sup> As of December 1, 2025. Mr. Kim became a Portfolio Manager of the Global Small-Cap Fund effective January 1, 2026.

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

VIT 8061B/KAR Global Small-Cap PM Changes (12/2025)