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Virtus Total Return Fund Inc.

CIK: 0000836412 ZTR Equity
Report date: 2026-04-24
AUM $402M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

100 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 XYZ Block Inc Since 2026-05-10 852234AU7 Debt
0.01%
$0.05 50,000
2 UAL United Airlines Holdings Inc Since 2026-05-10 910047AM1 Debt
0.01%
$0.04 40,000
3 CRBG Corebridge Financial Inc. Since 2026-05-10 21871XAT6 Debt
0.08%
$0.32 321,000
4 NRG NRG Energy, Inc. Since 2026-05-10 629377CT7 Debt
0.06%
$0.25 223,000
5 KGS Kodiak Gas Services LLC Since 2026-05-10 50012LAE4 Debt
0.02%
$0.10 95,000
6 HBAN Huntington Bancshares Incorporated Since 2026-05-10 446150BD5 Debt
0.07%
$0.29 275,000
7 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
5.28%
$21.21 226,195
8 XYZ Block Inc Since 2026-05-10 852234AS2 Debt
0.04%
$0.17 165,000
9 KRMN Karman Holdings Since 2026-05-10 48571CAD3 LON
0.01%
$0.03 25,000
10 SNN Smith & Nephew PLC Since 2026-05-10 83192PAD0 Debt
0.07%
$0.27 260,000
11 CNP Centerpoint Energy Inc Since 2026-05-10 15189T107 Equity (Common)
1.41%
$5.66 130,063
12 AMRX AMNEAL PHARMACEUTICALS LLC Since 2026-05-10 03168LAA3 Debt
0.00%
$0.01 10,000
13 MRP Millrose Properties Inc. Since 2026-05-10 601137AB8 Debt
0.03%
$0.13 125,000
14 SWK Stanley Black & Decker, Inc. Since 2026-05-10 854502AM3 Debt
0.05%
$0.21 210,000
15 D Dominion Energy Inc Since 2026-05-10 25746U109 Equity (Common)
1.20%
$4.81 76,133
16 WLK Westlake Corporation Since 2026-05-10 960413BB7 Debt
0.06%
$0.23 225,000
17 ENB Enbridge Inc. Since 2026-05-10 29250N105 Equity (Common)
1.64%
$6.60 124,180
18 EVRG Evergy Inc Since 2026-05-10 30034W106 Equity (Common)
1.88%
$7.57 90,484
19 UAA Under Armour, Inc. Since 2026-05-10 904311AD9 Debt
0.03%
$0.13 125,000
20 ETR Entergy Corporation Since 2026-05-10 29364G103 Equity (Common)
2.02%
$8.10 75,625
21 LNG Cheniere Energy Inc Since 2026-05-10 16411R208 Equity (Common)
1.32%
$5.32 22,579
22 ETR Entergy Corporation Since 2026-05-10 29364GAQ6 Debt
0.08%
$0.30 290,000
23 CMS CMS Energy Corporation Since 2026-05-10 125896BU3 Debt
0.09%
$0.36 366,000
24 TCBI Texas Capital Bancshares, Inc. Since 2026-05-10 88224QAA5 Debt
0.12%
$0.49 495,000
25 XRAY Dentsply Sirona Inc Since 2026-05-10 24906PAA7 Debt
0.07%
$0.29 308,000
26 TRGP Targa Resources Corp. Since 2026-05-10 87612G101 Equity (Common)
2.20%
$8.84 37,508
27 LXU LSB Industries Inc Since 2026-05-10 502160AN4 Debt
0.06%
$0.24 240,000
28 PEG Public Service Enterprise Group Incorporated Since 2026-05-10 744573106 Equity (Common)
0.94%
$3.76 43,720
29 LNT Alliant Energy Corporation Since 2026-05-10 018802108 Equity (Common)
1.22%
$4.92 67,965
30 C Citigroup Inc. Since 2026-05-10 17327CAR4 Debt
0.06%
$0.23 212,000
31 UBS UBS Group AG Since 2026-05-10 902613AT5 Debt
0.03%
$0.12 114,000
32 NWL Newell Brands Inc. Since 2026-05-10 651229BD7 Debt
0.05%
$0.21 205,000
33 SR Spire Inc Since 2026-05-10 84857L101 Equity (Common)
1.03%
$4.14 45,171
34 HLX Helix Energy Solutions Group, Inc. Since 2026-05-10 42330PAL1 Debt
0.07%
$0.29 275,000
35 PCG PG&E Corporation Since 2026-05-10 69331C108 Equity (Common)
2.20%
$8.83 464,874
36 RZB Reinsurance Group of America, Incorporated Since 2026-05-10 759351AT6 Debt
0.07%
$0.27 260,000
37 W Wayfair LLC Since 2026-05-10 94419NAC1 Debt
0.02%
$0.07 65,000
38 AXP American Express Company Since 2026-05-10 025816DK2 Debt
0.07%
$0.27 258,000
39 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PBX3 Debt
0.07%
$0.27 300,000
40 SNAP Snap Inc Since 2026-05-10 83304AAL0 Debt
0.03%
$0.12 115,000
41 ACHC Acadia Healthcare Company, Inc. Since 2026-05-10 00404AAN9 Debt
0.00%
$0.01 10,000
42 SCHW The Charles Schwab Corporation Since 2026-05-10 808513BJ3 Debt
0.06%
$0.23 249,000
43 XEL Xcel Energy Inc Since 2026-05-10 98389B100 Equity (Common)
2.74%
$11.02 132,231
44 SNAP Snap Inc Since 2026-05-10 83304AAM8 Debt
0.02%
$0.09 90,000
45 FITB Fifth Third Bancorp Since 2026-05-10 316773DF4 Debt
0.07%
$0.29 293,000
46 ACI ALBERTSONS COMPANIES INC Since 2026-05-10 013092AE1 Debt
0.07%
$0.28 280,000
47 OGN Organon & Co Since 2026-05-10 68622TAB7 Debt
0.01%
$0.03 35,000
48 OGN Organon & Co Since 2026-05-10 68622TAA9 Debt
0.04%
$0.18 180,000
49 CRS Carpenter Technology Corporation Since 2026-05-10 144285AN3 Debt
0.00%
$0.01 5,000
50 MOH Molina Healthcare, Inc. Since 2026-05-10 60855RAM2 Debt
0.02%
$0.08 80,000
51 HASI HA Sustainable Infrastructure Capital Inc Since 2026-05-10 41068XAF7 Debt
0.07%
$0.29 281,000
52 PRU Prudential Financial, Inc. Since 2026-05-10 744320BJ0 Debt
0.04%
$0.14 148,000
53 BAX Baxter International, Inc. Since 2026-05-10 071813DE6 Debt
0.08%
$0.30 300,000
54 PRU Prudential Financial, Inc. Since 2026-05-10 744320BL5 Debt
0.04%
$0.15 140,000
55 VTOL Bristow Group Inc Since 2026-05-10 11040GAB9 Debt
0.01%
$0.03 30,000
56 LMRI LUMEXA IMAGING HOLDINGS INC Since 2026-05-10 90372AAN8 LON
0.01%
$0.06 55,000
57 VSAT ViaSat Since 2026-05-10 92555WAD7 LON
0.04%
$0.16 156,301
58 POST Post Holdings Inc. Since 2026-05-10 737446AU8 Debt
0.04%
$0.17 160,000
59 KMI Kinder Morgan, Inc. Since 2026-05-10 49456B101 Equity (Common)
1.01%
$4.06 122,160
60 MSCI MSCI Inc. Since 2026-05-10 55354GAK6 Debt
0.07%
$0.27 286,000
61 UHS Universal Health Services, Inc. Since 2026-05-10 913903BA7 Debt
0.07%
$0.29 322,000
62 FG F&G Annuities & Life Inc. Since 2026-05-10 30190AAF1 Debt
0.06%
$0.23 220,000
63 PPL PPL Corporation Since 2026-05-10 69351T106 Equity (Common)
1.61%
$6.46 165,827
64 AMRX Amneal Pharmaceuticals Since 2026-05-10 03167DAS3 LON
0.01%
$0.04 44,888
65 VST Vistra Corp Since 2026-05-10 92840MAB8 Debt
0.05%
$0.19 190,000
66 GTN-A Gray Media Inc. Since 2026-05-10 389375AN6 Debt
0.05%
$0.19 185,000
67 AMT American Tower Corporation Since 2026-05-10 03027X100 Equity (Common)
2.49%
$10.00 52,143
68 CLF Cleveland-Cliffs Inc Since 2026-05-10 18589GAA3 Debt
0.03%
$0.11 105,000
69 CSGP Costar Group Inc Since 2026-05-10 22160NAA7 Debt
0.06%
$0.26 278,000
70 META Meta Platforms Inc Since 2026-05-10 30303M8Y1 Debt
0.06%
$0.23 240,000
71 NI NiSource Inc. Since 2026-05-10 65473P105 Equity (Common)
2.10%
$8.43 178,202
72 OKE Oneok Inc. Since 2026-05-10 682680103 Equity (Common)
0.93%
$3.75 45,281
73 RKT Rocket Companies Inc Since 2026-05-10 77311WAB7 Debt
0.04%
$0.15 150,000
74 DTM DT Midstream Inc Since 2026-05-10 23345M107 Equity (Common)
0.78%
$3.15 22,653
75 ENB Enbridge Inc. Since 2026-05-10 29250NBT1 Debt
0.07%
$0.30 260,000
76 APO Apollo Global Management Inc Since 2026-05-10 03769MAD8 Debt
0.06%
$0.26 265,000
77 DKS Dick's Sporting Goods, Inc. Since 2026-05-10 253393AG7 Debt
0.08%
$0.30 415,000
78 D Dominion Energy Inc Since 2026-05-10 25746UDU0 Debt
0.04%
$0.14 130,000
79 THC Tenet Healthcare Corporation Since 2026-05-10 88033GDV9 Debt
0.01%
$0.04 35,000
80 UAL United Airlines Holdings Inc Since 2026-05-10 910047AL3 Debt
0.00%
$0.01 10,000
81 ALLY Ally Financial Inc. Since 2026-05-10 36186CBY8 Debt
0.07%
$0.29 260,000
82 RRX Regal Rexnord Corporation Since 2026-05-10 758750AP8 Debt
0.07%
$0.28 259,000
83 BLDR Builders Firstsource, Inc. Since 2026-05-10 12008RAS6 Debt
0.06%
$0.25 240,000
84 FER Ferrovial SE Since 2026-05-10 Equity (Common)
1.77%
$7.09 95,062
85 BMRN Biomarin Pharmaceutical Inc. Since 2026-05-10 09061GAL5 Debt
0.00%
$0.01 10,000
86 CMPR Cimpress PLC Since 2026-05-10 17186HAH5 Debt
0.07%
$0.29 285,000
87 IT Gartner Inc. Since 2026-05-10 366651AE7 Debt
0.05%
$0.22 235,000
88 D Dominion Energy Inc Since 2026-05-10 25746UEA3 Debt
0.04%
$0.15 145,000
89 UBS UBS Group AG Since 2026-05-10 902613BW7 Debt
0.06%
$0.23 225,000
90 OGN ORGANON & CO Since 2026-05-10 68622FAB7 Debt
0.01%
$0.03 30,000
91 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PFC5 Debt
0.06%
$0.24 235,000
92 SRE Sempra Since 2026-05-10 816851109 Equity (Common)
3.37%
$13.52 140,485
93 GPN Global Payments Inc Since 2026-05-10 37940XAY8 Debt
0.06%
$0.22 225,000
94 SON Sonoco Products Company Since 2026-05-10 835495AS1 Debt
0.07%
$0.28 275,000
95 C Citigroup Inc. Since 2026-05-10 172967PA3 Debt
0.02%
$0.09 84,000
96 IHS Ihs Holding Limited Since 2026-05-10 44963HAD7 Debt
0.01%
$0.04 33,000
97 KEY KeyCorp Since 2026-05-10 49326EEP4 Debt
0.07%
$0.26 241,000
98 WEC WEC Energy Group Inc. Since 2026-05-10 92939U106 Equity (Common)
1.10%
$4.43 37,895
99 ACI ALBERTSONS COMPANIES INC Since 2026-05-10 01309QAD0 Debt
0.01%
$0.03 25,000
100 TGB Taseko Mines Limited Since 2026-05-10 876511AG1 Debt
0.03%
$0.11 100,000