Virtus Total Return Fund Inc. (ZTR) NYSE

Currency In USD

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Virtus Total Return Fund Inc.

Address

One Financial Plaza

Hartford, CT 06103

United States of America (the)

Phone

877-332-8172

Sector

Financial Services

Industry

Asset Management

Employees

0

First IPO Date

September 26, 1988

Key Executives

NameTitlePayYear Born
George Robert Aylward Jr.Chairman, Chief Executive Officer and President01964
Carlton Bryan NeelPortfolio Manager01967
William Patrick BradleyChief Financial Officer, Vice President and Treasurer01972
Martin Edward ZweigPresident of Zweig Consulting LLC0N/A
David Leon AlbrychtPortfolio Manager0N/A
Richard SherryPortfolio Manager0N/A
Steven Glenn WittwerPortfolio Manager0N/A
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Description

The Virtus Global Dividend & Income Fund Inc., originally established on September 30, 1988, by Virtus Investment Partners, Inc., operates as a balanced, closed-end investment vehicle. Formerly known as The Zweig Total Return Fund, Inc., its portfolio is currently managed through a collaborative effort involving Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC, and Newfleet Asset Management, LLC. This actively managed fund primarily allocates capital across the public stock and bond markets within the United States. It aims to invest in companies spanning a wide array of sectors, with a particular emphasis on large-capitalization firms that exhibit "growth at a reasonable price" (GARP) characteristics for its equity holdings. Complementing this, the fund also acquires investment-grade debt issued by both corporations and government entities. Its investment performance is measured against a composite benchmark, which is split 60% to the Russell Developed Large Cap Index and 40% to the Bloomberg Barclays U.S. Aggregate Bond Index. The fund is legally domiciled in the United States.

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