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As of the latest SEC filings, VIRTUS INVESTMENT TRUST (AFGFX) is held by 2 institutional funds. The largest fund shareholder is Virtus Global Allocation Fund (PALAX), holding an estimated $23,180,539.96 in market value, representing 15.81% of its portfolio.

Funds holding VIRTUS INVESTMENT TRUST (AFGFX)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
AFGFX
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
PALAX
Virtus Global Allocation Fund
 MF Duff & Phelps / Virtus 15.81% $23,180,539.96 295,897 Mar 31, 2026 Jun 1, 2026
SMIFX
SOUND MIND INVESTING
 MF Independent / Boutique 0.00% $2,897.32 167 Apr 30, 2026 Jun 29, 2026
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