Virtus Funds File Annual Reports
Ticker: ZTR · Form: DEF 14A · Filed: Apr 8, 2025 · CIK: 836412
| Field | Detail |
|---|---|
| Company | Virtus Total Return Fund Inc. (ZTR) |
| Form Type | DEF 14A |
| Filed Date | Apr 8, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, annual-filing, fund-disclosure
TL;DR
Virtus AI & Tech and Convertible & Income Funds filed their DEF 14A. Check for shareholder updates.
AI Summary
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. The companies are headquartered at 101 Munson Street, Greenfield, MA.
Why It Matters
These filings provide shareholders with crucial information regarding the financial performance and governance of the Virtus funds, impacting investment decisions.
Risk Assessment
Risk Level: low — DEF 14A filings are routine annual disclosures and do not inherently represent new risks.
Key Numbers
- 0131 — Fiscal Year End (Indicates the end of the reporting period for both funds.)
- 20250408 — Filing Date (The date the DEF 14A was filed with the SEC.)
Key Players & Entities
- Virtus Artificial Intelligence & Technology Opportunities Fund (company) — Filer of DEF 14A
- Virtus Convertible & Income Fund (company) — Filer of DEF 14A
- AllianzGI (company) — Former name association
- 101 MUNSON STREET (location) — Business and Mail Address
- GREENFIELD (location) — City
- MA (location) — State
- 01301 (location) — ZIP Code
FAQ
What is the primary purpose of a DEF 14A filing?
A DEF 14A filing, also known as a Definitive Proxy Statement, is filed with the SEC to provide shareholders with information about matters to be voted on at an annual or special meeting of shareholders.
When did Virtus Artificial Intelligence & Technology Opportunities Fund change its name from AllianzGI Artificial Intelligence & Technology Opportunities Fund?
The name change occurred on February 10, 2021.
What is the SEC file number for Virtus Convertible & Income Fund?
The SEC file number for Virtus Convertible & Income Fund is 811-21284.
What is the business address for both Virtus funds mentioned?
The business address for both Virtus Artificial Intelligence & Technology Opportunities Fund and Virtus Convertible & Income Fund is 101 MUNSON STREET, GREENFIELD, MA 01301.
Under which act are these DEF 14A filings made?
These filings are made under the Securities Exchange Act of 1934.
Filing Details
This Form DEF 14A (Form DEF 14A) was filed with the SEC on April 8, 2025 regarding Virtus Total Return Fund Inc. (ZTR).