Virtus Funds File DEF 14A for June 3, 2024

Ticker: ZTR · Form: DEF 14A · Filed: Apr 9, 2024 · CIK: 836412

Virtus Total Return Fund Inc. DEF 14A Filing Summary
FieldDetail
CompanyVirtus Total Return Fund Inc. (ZTR)
Form TypeDEF 14A
Filed DateApr 9, 2024
Risk Levellow
Pages16
Reading Time20 min
Key Dollar Amounts$25.00
Sentimentneutral

Sentiment: neutral

Topics: DEF 14A, Virtus Funds, SEC Filing, Investment Company, Disclosure

TL;DR

<b>Multiple Virtus Funds submitted DEF 14A filings</b>

AI Summary

Virtus Total Return Fund Inc. (ZTR) filed a Proxy Statement (DEF 14A) with the SEC on April 9, 2024. Virtus Artificial Intelligence & Technology Opportunities Fund (CIK: 0001778114) filed a DEF 14A. Virtus Convertible & Income Fund (CIK: 0001214935) filed a DEF 14A. Virtus Convertible & Income Fund II (CIK: 0001227857) filed a DEF 14A. Virtus Dividend, Interest & Premium Strategy Fund (CIK: 0001260563) filed a DEF 14A. Virtus Stone Harbor Emerging Markets Income Fund (CIK: 0001501103) filed a DEF 14A.

Why It Matters

For investors and stakeholders tracking Virtus Total Return Fund Inc., this filing contains several important signals. These filings are routine disclosures for registered investment companies, providing information on corporate governance, executive compensation, and other material matters. The filings indicate ongoing reporting obligations for these funds under the Securities Exchange Act of 1934.

Risk Assessment

Risk Level: low — Virtus Total Return Fund Inc. shows low risk based on this filing. The filing is a routine DEF 14A, which is a standard disclosure document for registered investment companies and does not contain new material financial information or strategic changes.

Analyst Insight

Monitor future filings for specific proposals or changes in fund management or strategy that may impact investment decisions.

Key Numbers

  • 0001778114 — Central Index Key (Virtus Artificial Intelligence & Technology Opportunities Fund)
  • 0001214935 — Central Index Key (Virtus Convertible & Income Fund)
  • 0001227857 — Central Index Key (Virtus Convertible & Income Fund II)
  • 0001260563 — Central Index Key (Virtus Dividend, Interest & Premium Strategy Fund)
  • 0001501103 — Central Index Key (Virtus Stone Harbor Emerging Markets Income Fund)
  • DEF 14A — Form Type (All listed funds)
  • 1934 Act — SEC Act (All listed funds)
  • 2024-06-03 — Conformed Period of Report (All listed funds)

Key Players & Entities

  • Virtus Artificial Intelligence & Technology Opportunities Fund (company) — Filer
  • Virtus Convertible & Income Fund (company) — Filer
  • Virtus Convertible & Income Fund II (company) — Filer
  • Virtus Dividend, Interest & Premium Strategy Fund (company) — Filer
  • Virtus Stone Harbor Emerging Markets Income Fund (company) — Filer
  • 1934 Act (regulator) — SEC Act
  • 2024-06-03 (date) — Conformed Period of Report
  • 2024-04-09 (date) — Filed as of date

FAQ

When did Virtus Total Return Fund Inc. file this DEF 14A?

Virtus Total Return Fund Inc. filed this Proxy Statement (DEF 14A) with the SEC on April 9, 2024.

What is a DEF 14A filing?

A DEF 14A is a definitive proxy statement sent to shareholders before annual meetings, covering executive compensation, board nominations, and shareholder votes. This particular DEF 14A was filed by Virtus Total Return Fund Inc. (ZTR).

Where can I read the original DEF 14A filing from Virtus Total Return Fund Inc.?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by Virtus Total Return Fund Inc..

What are the key takeaways from Virtus Total Return Fund Inc.'s DEF 14A?

Virtus Total Return Fund Inc. filed this DEF 14A on April 9, 2024. Key takeaways: Virtus Artificial Intelligence & Technology Opportunities Fund (CIK: 0001778114) filed a DEF 14A.. Virtus Convertible & Income Fund (CIK: 0001214935) filed a DEF 14A.. Virtus Convertible & Income Fund II (CIK: 0001227857) filed a DEF 14A..

Is Virtus Total Return Fund Inc. a risky investment based on this filing?

Based on this DEF 14A, Virtus Total Return Fund Inc. presents a relatively low-risk profile. The filing is a routine DEF 14A, which is a standard disclosure document for registered investment companies and does not contain new material financial information or strategic changes.

What should investors do after reading Virtus Total Return Fund Inc.'s DEF 14A?

Monitor future filings for specific proposals or changes in fund management or strategy that may impact investment decisions. The overall sentiment from this filing is neutral.

How does Virtus Total Return Fund Inc. compare to its industry peers?

These filings are from registered investment companies, which are subject to specific regulatory requirements for disclosures related to their operations and governance.

Are there regulatory concerns for Virtus Total Return Fund Inc.?

The DEF 14A filing is a proxy statement required by the SEC for companies soliciting proxies from shareholders, providing detailed information on matters to be voted upon.

Industry Context

These filings are from registered investment companies, which are subject to specific regulatory requirements for disclosures related to their operations and governance.

Regulatory Implications

The DEF 14A filing is a proxy statement required by the SEC for companies soliciting proxies from shareholders, providing detailed information on matters to be voted upon.

What Investors Should Do

  1. Review the specific proposals and voting matters detailed in each fund's DEF 14A filing.
  2. Analyze any changes in executive compensation or board composition disclosed in the filings.
  3. Note the reporting period and filing date for each fund's disclosure.

Year-Over-Year Comparison

This filing is a DEF 14A, a routine disclosure document, and does not represent a change from previous filings of the same type.

Filing Stats: 4,911 words · 20 min read · ~16 pages · Grade level 9.3 · Accepted 2024-04-09 17:21:03

Key Financial Figures

  • $25.00 — ntitle its holder to one vote for every $25.00 in liquidation preference represented b

Filing Documents

From the Filing

DEF 14A 1 tm249378-1_def14a.htm DEF 14A tm249378-1_def14a - none - 7.2656591s UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)). Definitive Proxy Statement Definitive Additional Materials Soliciting Material Pursuant to 240.14a-12 VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND II VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND VIRTUS TOTAL RETURN FUND INC. (Name of Registrant as Specified in its Charter) (Name of Person(s) Filing Proxy Statement if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee paid previously with preliminary materials. Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a6(i)(1) and 0-11 VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND II VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND VIRTUS TOTAL RETURN FUND INC. 101 Munson Street Greenfield, MA 01301-9668 NOTICE OF JOINT ANNUAL MEETING OF SHAREHOLDERS To be held on June 3, 2024 Notice is hereby given to the shareholders of Virtus Artificial Intelligence & Technology Opportunities Fund ("AIO"), Virtus Convertible & Income 2024 Target Term Fund ("CBH"), Virtus Convertible & Income Fund ("NCV"), Virtus Convertible & Income Fund II ("NCZ"), Virtus Diversified Income & Convertible Fund ("ACV"), Virtus Dividend, Interest & Premium Strategy Fund ("NFJ") and Virtus Equity & Convertible Income Fund ("NIE"), each a Massachusetts business trust, Virtus Global Multi-Sector Income Fund ("VGI"), a Delaware statutory trust, Virtus Stone Harbor Emerging Markets Income Fund ("EDF"), a Massachusetts business trust, and Virtus Total Return Fund Inc. ("ZTR"), a Maryland corporation* (each of AIO, CBH, NCV, NCZ, ACV, NFJ, NIE, VGI, EDF and ZTR, a "Fund" and collectively, the "Funds"), that the Joint Annual Meeting of Shareholders of the Funds (the "Annual Meeting") will be held on June 3, 2024 at 3:30 p.m. Eastern Time. The Annual Meeting will be held in a virtual meeting format only and will be conducted exclusively by webcast. You will be able to attend and participate in the Annual Meeting online, vote your shares electronically and submit your questions prior to and during the meeting by visiting: www.meetnow.global/MSJQNWR on June 3, 2024 at 3:30 p.m. Eastern Time and entering the control number found in the shaded box of your proxy card. You will not be able to attend the meeting physically. The Annual Meeting is being held for the following purposes: * The members of the Board of ZTR are directors, as that Fund is organized as a corporation; however, when referencing Board members generally throughout these proxy materials, we will refer to them as "trustees" unless the context is specific to ZTR. 1. To elect trustees of AIO, as follows: a. Elect Donald C. Burke as a Class II trustee of AIO, by the AIO shareholders ("Proposal 1a"); b. Elect F. Ford Drummond as a Class II trustee of AIO, by the AIO shareholders ("Proposal 1b"); c. Elect Connie D. McDaniel as a Class II trustee of AIO, by the AIO shareholders ("Proposal 1c"); d. Elect Philip R. McLoughlin as a Class II trustee of AIO, by the AIO shareholders ("Proposal 1d"); 2. To elect trustees of CBH, as follows: a. Elect Connie D. McDaniel as a Class I trustee of CBH, by the CBH shareholders ("Proposal 2a"); b. Elect Philip R. McLoughlin as a Class I trustee of CBH, by the CBH shareholders ("Proposal 2b"); c. Elect R. Keith Walton as a Class II trustee of CBH, by the CBH shareholders ("Proposal 2c"); d. Elect Brian T. Zino as a Class I trustee of CBH, by the CBH shareholders ("Proposal 2d"); 3. To elect trustees of NCV, as follows: a. Elect Deborah A. DeCotis as a Class III trustee of NCV, by the NCV shareholders ("Proposal 3a"); b. Elect F. Ford Drummond as a Class III trustee of NCV, by the NCV shareholders of preferred shares ("Proposal 3b"); c. Elect Connie D. McDaniel as a Class I trustee of NCV, by the NCV shareholders ("Proposal 3c");

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