Virtus Total Return Fund Inc. (ZTR) — SEC Filings
Virtus Total Return Fund Inc. (ZTR) — 5 SEC filings. Latest: DEF 14A (Apr 8, 2025). Includes 2 DEF 14A, 2 SC 13G/A, 1 SC 13G.
View Virtus Total Return Fund Inc. on SEC EDGAR
Overview
Virtus Total Return Fund Inc. (ZTR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Apr 8, 2025: Virtus Artificial Intelligence & Technology Opportunities Fund and Virtus Convertible & Income Fund, both formerly associated with AllianzGI, filed their DEF 14A reports on April 8, 2025. These filings are related to their fiscal year ending January 31, 2025, and are part of the 1934 Act filings. Th
Sentiment Summary
Across 5 filings, the sentiment breakdown is: 5 neutral. The dominant filing sentiment for Virtus Total Return Fund Inc. is neutral.
Filing Type Overview
Virtus Total Return Fund Inc. (ZTR) has filed 2 DEF 14A, 1 SC 13G, 2 SC 13G/A with the SEC between Feb 2024 to Apr 2025.
Filings by Year
Recent SEC Filings (5)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 8, 2025 | DEF 14A | Virtus Funds File Annual Reports | low |
| Nov 8, 2024 | SC 13G | SC 13G Filing | |
| Aug 14, 2024 | SC 13G/A | SC 13G/A Filing | |
| Apr 9, 2024 | DEF 14A | Virtus Funds File DEF 14A for June 3, 2024 | low |
| Feb 9, 2024 | SC 13G/A | SIT Investment Associates Updates ZTR Stake as of Dec 31, 2023 | low |
Risk Profile
Risk Assessment: Of ZTR's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
These filings are from registered investment companies, which are subject to specific regulatory requirements for disclosures related to their operations and governance.
Top Tags
proxy-statement (1) · annual-filing (1) · fund-disclosure (1) · DEF 14A (1) · Virtus Funds (1) · SEC Filing (1) · Investment Company (1) · Disclosure (1) · institutional-ownership (1) · amendment (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fiscal Year End | 0131 | Indicates the end of the reporting period for both funds. |
| Filing Date | 20250408 | The date the DEF 14A was filed with the SEC. |
| Central Index Key | 0001778114 | Virtus Artificial Intelligence & Technology Opportunities Fund |
| Form Type | DEF 14A | All listed funds |
| SEC Act | 1934 Act | All listed funds |
| Conformed Period of Report | 2024-06-03 | All listed funds |
Frequently Asked Questions
What are the latest SEC filings for Virtus Total Return Fund Inc. (ZTR)?
Virtus Total Return Fund Inc. has 5 recent SEC filings from Feb 2024 to Apr 2025, including 2 DEF 14A, 2 SC 13G/A, 1 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of ZTR filings?
Across 5 filings, the sentiment breakdown is: 5 neutral. The dominant sentiment is neutral.
Where can I find Virtus Total Return Fund Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Virtus Total Return Fund Inc. (ZTR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Virtus Total Return Fund Inc.?
Financial highlights for Virtus Total Return Fund Inc. are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for ZTR?
The investment thesis for ZTR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Virtus Total Return Fund Inc.?
Executive information for Virtus Total Return Fund Inc. is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Virtus Total Return Fund Inc. stock?
Of ZTR's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Virtus Total Return Fund Inc.?
Forward guidance and predictions for Virtus Total Return Fund Inc. are extracted from SEC filings as they are enriched.