Virtus Investment Partners Reports Preliminary June 30, 2025 Assets Under Management
Assets Under Management (unaudited)
($ in millions)
By Product Type:
June 30, 2025
May 31, 2025
March 31, 2025
Open-End Funds (1)
$
55,653
$
54,332
$
53,608
Closed-End Funds
10,481
10,332
10,273
Retail Separate Accounts (2)
47,445
46,759
46,920
Institutional Accounts (3)
57,131
56,176
56,662
Total Assets Under Management
$
170,710
$
167,599
$
167,463
By Asset Class:
June 30, 2025
May 31, 2025
March 31, 2025
Equity
$
96,232
$
94,426
$
93,624
Fixed Income
38,594
37,759
37,930
Multi-Asset (4)
21,430
21,085
20,834
Alternatives (5)
14,454
14,329
15,075
Total Assets Under Management
$
170,710
$
167,599
$
167,463
(1)
Represents assets under management of U.S. retail funds, global funds, and exchange-traded funds
(2)
Includes strategies for which investment models are provided to managed account sponsors
(3)
Represents assets under management of institutional separate and commingled accounts including structured products
(4)
Consists of multi-asset offerings not included in equity, fixed income, and alternatives
(5)
Consists of managed futures, event-driven, real estate securities, infrastructure, long/short, and other strategies
About Virtus Investment Partners, Inc.
Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment products and services from our investment managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250711723806/en/
Contacts
Investor Relations Contact: Sean Rourke(860) 263-4709sean.rourke@virtus.com
Media Relations Contact: Laura Parsons(860) 503-1382laura.parsons@virtus.com
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