# EDGAR Filing Document

**Accession Number:** 0000867297
**File Stem:** 0000930413-25-003063
**Filing Date:** 2025-9
**Character Count:** 7252
**Document Hash:** a1225b485cdc886aa287a0949757b116
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000930413-25-003063.hdr.sgml**: 20250926

**ACCESSION NUMBER**: 0000930413-25-003063

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250926

**DATE AS OF CHANGE**: 20250926

**EFFECTIVENESS DATE**: 20250926

**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:** 251345574

**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 Income & Growth Fund (Series ID: S000015823)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Class A             | AZNAX         | C000043488 |
| Class C             | AZNCX         | C000043489 |
| Institutional Class | AZNIX         | C000043491 |

---

## Series and Classes Contracts Data

### Virtus Income & Growth Fund (Series ID: S000015823)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000043488 | Class A             | AZNAX           |
| C000043489 | Class C             | AZNCX           |
| C000043491 | Institutional Class | AZNIX           |

**Virtus Income & Growth Fund (the "Fund"), a series of Virtus Investment Trust**

Supplement dated September 26, 2025 to the Summary Prospectus and the Virtus Investment Trust

Statutory Prospectus applicable to the Fund, each dated October 28, 2024, as supplemented

**IMPORTANT NOTICE TO INVESTORS**

Effective September 30, 2025, K. Mathew Axline, CFA, will be added as a portfolio manager of Virtus Income & Growth Fund.

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.

> ***K. Mathew Axline, CFA,*** Portfolio Manager and Senior Vice President at Voya, has managed the fund since September 2025.

> ***Justin Kass, CFA,*** Portfolio Manager and Senior Managing Director at Voya, has managed the fund since 2007.

> ***David J. Oberto,*** Portfolio Manager and Senior Vice President at Voya, has managed the fund since 2020.

> ***Ethan Turner, CFA,*** Portfolio Manager and Vice President at Voya, has managed the fund since January 2023.

> ***Michael E. Yee,*** Portfolio Manager and Managing Director at Voya, has managed the fund since 2007.

In the Management of the Funds section under "Portfolio Management" on page 90 of the Fund's statutory prospectus, the row for the Fund in the table under the subheading "Voya" will be replaced with the following:

---

| | |
|:---|:---|
| &nbsp;&nbsp;**Fund** | &nbsp;&nbsp;**Portfolio Managers** |
| &nbsp;&nbsp;Virtus Income & Growth Fund | &nbsp;&nbsp;K. Mathew Axline, CFA (since September 2025) <br> Justin Kass, CFA (since 2007)<br> David J. Oberto (since 2020)<br> Ethan Turner, CFA (since January 2023)<br> Michael E. Yee (since 2007) |

---

The portfolio manager biographies under the referenced table will be amended by adding the following for K. Mathew Axline.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;***K. Mathew Axline, CFA.*** Mr. Axline is a portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya in 2023, he was a portfolio manager, global small-cap team at Macquarie Investment Management, which he joined in 2023. Prior to that, he was a portfolio manager at Allianz Global Investors U.S. for the firm's global small-cap, global smid-cap, US small-cap, and US micro-cap portfolios. Previously, Mr. Axline was an associate with Pescadero Ventures, LLC, a business-development manager for Icarian, Inc. and a wealth management advisor with Merrill Lynch, Pierce, Fenner & Smith. He earned an MBA from Indiana University's Kelley School of Business and a B.S. from The Ohio State University. Mr. Axline is a CFA<sup>®</sup> Charterholder and began his career in the industry in 2003.

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

VIT 8061/Income & Growth PM Addition (9/2025)

**Virtus Income & Growth Fund (the "Fund"), a series of Virtus Investment Trust**

Supplement dated September 26, 2025 to the Statement of Additional Information

("SAI") dated October 28, 2024, as supplemented

**IMPORTANT NOTICE TO INVESTORS**

Effective September 30, 2025, K. Mathew Axline, CFA, will be added as a portfolio manager of Virtus Income & Growth Fund.

The disclosure in the table under "Portfolio Managers" beginning on page 83 of the SAI will be amended by adding Mr. Axline in the row for the Fund.

The disclosure in the "Other Accounts Managed (*No Performance-Based Fees*)" table on page 85 of the SAI will be amended by adding a row and an associated footnote for Mr. Axline, 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**  | **Other <br> Accounts** | **Other <br> Accounts** |
| **Portfolio Manager** | &nbsp;&nbsp; **Number of** <br> **Accounts** | **Total Assets** | &nbsp;&nbsp; **Number of** <br> **Accounts** | &nbsp;&nbsp;**Total Assets** | **Number of Accounts** | &nbsp;&nbsp;**Total Assets** |
| &nbsp;&nbsp;K. Mathew Axline <sup>(\*\*)</sup> | &nbsp;&nbsp;0 | &nbsp;&nbsp;N/A | &nbsp;&nbsp;0 | &nbsp;&nbsp;N/A | 0 | &nbsp;&nbsp;N/A |

---

<sup>(\*\*)</sup> As of August 31, 2025.

The disclosure in the table under "Portfolio Manager Fund Ownership" beginning on page 88 of the SAI will be amended by adding a row and an associated footnote for Mr. Axline, as follows:

---

| | | | |
|:---|:---|:---|:---|
| **Portfolio Manager** | **Fund** | &nbsp;&nbsp; **Dollar Range of Equity Securities Beneficially**<br> **Owned in Fund Managed** | &nbsp;&nbsp; **Dollar Value of**<br> **Financial Exposure**<br> **Through Similar Strategies** |
| &nbsp;&nbsp;K. Mathew Axline <sup>(\*\*\*)</sup> | Income & Growth Fund |  |  |

---

<sup>(\*\*\*)</sup> As of August 31, 2025. Mr. Axline became a Portfolio Manager of the Income & Growth Fund beginning September 30, 2025.

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

VIT 8061B/Income & Growth PM Addition (9/2025)

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