# Virtus Global Allocation Fund — new fund registration

Virtus Strategy Trust registered fund series on Form 485APOS, filed 2025-06-27. Featured series: Virtus Global Allocation Fund.

## Registration

- Registrant / trust: Virtus Strategy Trust
- CIK: 0001423227
- Form: 485APOS
- Filed: 2025-06-27
- State of incorporation: MA
- Accession: 0000930413-25-002086
- Reported net assets: $146.6M

## Series & classes (4)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Virtus Global Allocation Fund](https://search.stillhousedata.com/fund/S000025374) | Class C | PALCX | — |
| [Virtus Global Allocation Fund](https://search.stillhousedata.com/fund/S000025374) | Institutional Class | PALLX | — |
| [Virtus Global Allocation Fund](https://search.stillhousedata.com/fund/S000025374) | Class A | PALAX | — |
| [Virtus Global Allocation Fund](https://search.stillhousedata.com/fund/S000025374) | Class R6 | AGASX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 1.00%
- Gross expense ratio: 1.74%
- Management fee: 0.10%
- Net expense ratio: 1.52%
- Other expenses: 0.39%

## Investment objective

The fund seeks after-inflation capital appreciation and current income.

## Advisers

- [Virtus Investment Advisers, LLC (Advisor)](https://search.stillhousedata.com/firm/106982)
- [Virtus Multi-Asset, a division of Virtus Advisers, LLC (Subadvisor)](https://search.stillhousedata.com/firm/168955)
- [Virtus Systematic, a division of Virtus Advisers, LLC (Subadvisor)](https://search.stillhousedata.com/firm/168955)

## Other filings by this registrant (15)

- [485APOS — 2020-11-06](https://search.stillhousedata.com/launch/0001193125-20-288063)
- [485APOS — 2019-11-14](https://search.stillhousedata.com/launch/0001193125-19-292379)
- [485APOS — 2018-11-30](https://search.stillhousedata.com/launch/0001193125-18-339499)
- [485APOS — 2018-08-17 (3 new series)](https://search.stillhousedata.com/launch/0001193125-18-251440)
- [485APOS — 2018-03-28 (3 new series)](https://search.stillhousedata.com/launch/0001193125-18-099768)
- [485APOS — 2017-12-22 (9 new series)](https://search.stillhousedata.com/launch/0001193125-17-377741)
- [485APOS — 2017-11-30](https://search.stillhousedata.com/launch/0001193125-17-356850)
- [485APOS — 2017-09-06 (9 new series)](https://search.stillhousedata.com/launch/0001193125-17-276955)
- [485APOS — 2017-04-20 (2 new series)](https://search.stillhousedata.com/launch/0001193125-17-130785)
- [485APOS — 2017-02-09](https://search.stillhousedata.com/launch/0001193125-17-036305)
- [485APOS — 2016-12-02](https://search.stillhousedata.com/launch/0001193125-16-784006)
- [485APOS — 2016-10-14 (2 new series)](https://search.stillhousedata.com/launch/0001193125-16-738742)

## More

- [Registrant profile: Virtus Strategy Trust](https://search.stillhousedata.com/registrant/1423227)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000930413-25-002086.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.