Virtus Total Return Fund Inc. (ZTR) Investment Research Dashboard
About Virtus Total Return Fund Inc. (ZTR) stock analysis
Get live ZTR stock price $6.80, comprehensive Virtus Total Return Fund Inc. stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time ZTR stock data and investment insights.
Loading chart data...
Virtus Total Return Fund Inc. (ZTR) Overview
Virtus Total Return Fund Inc. (ZTR) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, ZTR trades at $6.80 with a market capitalization of 322.15M . Over the past 52 weeks, ZTR has traded between $6.14 and $7.11 , with the current price positioned at approximately 68% of this range . The stock cur...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 322.15M
- Current price: $6.80
- 52-week range: $6.14 - $7.11
- P/E ratio: 8.33
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 portfoli...
Company Information
- CEO
- William Patrick Bradley
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 0
Contact Information
- Website
- https://www.virtus.com/products/virtus-global-dividend-income-fund-inc#shareclass.N/period.quarterly
- Address
- One Financial Plaza
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Valuation metrics suggest potential value opportunity (P/E: 8.3)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Virtus Total Return Fund Inc. shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Virtus Total Return Fund Inc.
- ⚠Investors should consider how Virtus Total Return Fund Inc. fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
322.15M
P/E Ratio (TTM)
8.33
Beta
0.93
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare ZTR with peer companies:
- Price
- $15.58+0.58% (1D)
- Market cap
- 280.34M
- Price
- $10.86+0.65% (1D)
- Market cap
- 323.90M
- Price
- $12.86-0.16% (1D)
- Market cap
- 252.47M
- Price
- $10.69+0.38% (1D)
- Market cap
- 284.12M
- Price
- $10.38-0.38% (1D)
- Market cap
- 235.28M
- Price
- $2.39-0.50% (1D)
- Market cap
- 271.98M
- Price
- $10.74+0.37% (1D)
- Market cap
- 312.73M
- Price
- $15.53+1.57% (1D)
- Market cap
- 323.39M
- Price
- $27.61+0.58% (1D)
- Market cap
- 324.05M
- Price
- $16.24+0.19% (1D)
- Market cap
- 469.82M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
84/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | -0.1% | +1.1% | +1.8% | 19.3 | 84/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +2.4% | +1.2% | 23.5 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -2.3% | +2.0% | 22.2 | 71/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.3% | +1.5% | +0.3% | 29.2 | 69/100⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.4% | -1.8% | 24.9 | 55/100⭐⭐⭐⭐ |
| Energy | -0.4% | -0.6% | -2.5% | 19.4 | 48/100⭐⭐⭐ |
| Real Estate | -1.6% | +1.2% | -2.5% | 29.4 | 48/100⭐⭐⭐ |
| Utilities | -1.5% | +1.7% | -2.7% | 25.4 | 48/100⭐⭐⭐ |
| Consumer Cyclical | -0.3% | -2.2% | -4.6% | 43.1 | 17/100⭐ |
| Industrials | -0.4% | +0.0% | -8.8% | 30.5 | 17/100⭐ |
| Technology | -1.9% | -1.0% | -5.5% | 41.9 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.