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ZF - Virtus Total Return Fund Should Benefit From Its Upcoming Fund Merger With Virtus Global Dividend & Income Fund
Virtus Total Return Fund Inc.
This article is an update of my article on the Virtus Total Return Fund (ZF) published last year.
(Data below is sourced from the Virtus website unless otherwise stated.)
Fund History
The Virtus Total Return Fund was originally created in 2005 but it traded under the ticker DCA. In April 2017 it merged with the Zweig Fund and the ticker then changed from DCA to ZF. The fund strategy also changed at that time. Because of this, it can be misleading to look at longer-term performance numbers.