No insider purchase over the last 90 days. The latest, by BRADLEY WILLIAM PATRICK III, was filed 22 May 2024.
Virtus Total Return Fund Inc. is a Finance & Banking company. Its directors and officers file their transactions with SEC (Form 4). No insider at Virtus Total Return Fund Inc. has published a filing in the past twelve months. The most recent one dates from 22 May 2024.
Since 2017, the database holds 19 purchases and 2 sales by insiders of the company.
Elsewhere in the same sector, our signals recently picked up insider purchases at Dynex Capital Inc and Presurance Holdings, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
FY ended November 2025 · cache
22 of 22 declarations
Virtus Total Return Fund Inc. is a U.S.-listed closed-end fund traded on the NYSE under the ticker ZTR. For investors, it should be viewed as an asset-management vehicle rather than a traditional bank, insurer, or operating industrial company. The fund is based in Hartford, Connecticut, United States, within the Virtus Investment Partners platform. Its corporate lineage stretches back several decades to The Zweig Fund, followed by reorganizations and name changes that led to the current structure and branding. Recent fund disclosures confirm that Virtus Total Return Fund Inc. is a diversified closed-end fund whose primary investment objective is capital appreciation, with income as a secondary objective. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2017/Merger-Of-Zweig-Fund-And-Virtus-Total-Return-Fund-Completed-Share-Conversion-Price-Announced/default.aspx?utm_source=openai))
From an investment standpoint, the fund is positioned as a multi-asset, total-return solution. It relies on active management and specialized subadvisers, including Duff & Phelps Investment Management Co. and Newfleet Asset Management, which gives the portfolio flexibility across credit-oriented and fixed-income-related segments. In recent materials, the fund has highlighted exposure to debt instruments, including convertible bonds, restricted securities, and leveraged loans, depending on market conditions and portfolio positioning. That framework is designed for investors seeking a blend of current income potential and capital appreciation, with a risk profile that is typically more dynamic than that of a plain-vanilla bond fund. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2025/Virtus-Total-Return-Fund-Inc.-Announces-Commencement-of-Tender-Offer/default.aspx?utm_source=openai))
Competitive positioning is best understood within the U.S. closed-end fund universe, where market price can trade at a discount or premium to net asset value. Virtus has used shareholder-friendly capital-management tools, including tender offers, to support liquidity and potentially narrow the discount to NAV. In 2025, the fund announced and then carried out a tender offer for up to 10% of outstanding shares at 98% of net asset value net of expenses, underscoring active management of the capital structure and a willingness to address valuation disconnects in the public market. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2025/Virtus-Total-Return-Fund-Inc.-Announces-Commencement-of-Tender-Offer/default.aspx?utm_source=openai))
The fund’s main listing venue is the NYSE in the United States, and its investor appeal lies in its combination of distribution policy, active portfolio management, and credit-market exposure. Recent notable developments include monthly distribution announcements, the 2025 tender offer process, and the addition of a portfolio manager to bolster the strategy. For French, Belgian, and Swiss investors, the key takeaway is that ZTR is a U.S. closed-end fund with a Hartford operating base, a credit- and total-return-oriented mandate, and an investment profile that can be attractive for income-seeking portfolios, but that also carries meaningful risks tied to leverage, credit spreads, and discount volatility. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2026/Virtus-Total-Return-Fund-Inc--Announces-Distributions/default.aspx?utm_source=openai))
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