Virtus Total Return Fund (Virtus Total Return Fund) Risk Assessment

View and export this data going back to . Start your Free Trial

What is Virtus Total Return Fund Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Virtus Total Return Fund is: No Data: Cannot be evaluated.

Competitive Comparison of Virtus Total Return Fund's Risk Assessment

For the Asset Management subindustry, Virtus Total Return Fund's Risk Assessment, along with its competitors' market caps and Risk Assessment data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Virtus Total Return Fund's Risk Assessment Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Total Return Fund's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Virtus Total Return Fund's Risk Assessment falls into.

Virtus Total Return Fund (NYSE:ZTR) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Virtus Total Return Fund Risk Assessment Related Terms

Thank you for viewing the detailed overview of Virtus Total Return Fund's Risk Assessment provided by GuruFocus.com. Please click on the following links to see related term pages.

Virtus Total Return Fund (Virtus Total Return Fund) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Virtus Total Return Fund Inc (NYSE:ZTR) » Definitions » Risk Assessment

Traded in Other Exchanges

N/A

Address

101 Munson Street, Greenfield, MA, USA, 01301-9668

Website

https://www.virtus.com

Virtus Total Return Fund Inc is a closed-end, diversified management investment company. Its investment objective is capital appreciation, with current income as a secondary objective. The company provides solutions to individuals, financial advisors, and institutions.

Executives

Bradley William Patrick Iii	officer: VP, CFO & Treasurer	C/O VIRTUS INVESTMENT PARTNERS, INC., 56 PROSPECT STREET, HARTFORD CT 06115
Philip R Mcloughlin	director	800 SCUDDERS HILL ROAD, PLAINSBORO NJ 08536
Brian T Zino	director	100 PARK AVENUE, NEW YORK NY 10017
Virtus Partners Inc	other: Affiliate of the Adviser	C/O VIRTUS INVESTMENT PARTNERS, INC., 100 PEARL ST., 9TH FLOOR, HARTFORD CT 06103
James M Oates	director	C/O INVESTORS FINANCIAL SERVICES CORP, 200 CLARENDON ST, BOSTON MA 02116
Willliam R Moyer	director	C/O VIRTUS INVESTMENT PARTNERS, INC., HARTFORD CT 06103
George W Karpus	10 percent owner
Wright William H Ii	director	C/O VIRTUS INVESTMENT PARTNERS, 100 PEARL STREET, HARTFORD CT 06103
David Dickerson	officer: SVP & PM of the Adviser
Christopher Ruddy	director	1120 BEAR ISLAND DRIVE WEST PALM BEACH FL 33409
Carlton Neel	officer: SVP & Portfolio Manager	ZWEIG FUNDS 900 THIRD AVE NEW YORK NY 10022
Wendy W Luscombe	director	480 TAGHKANIC CHURCH TOWN ROAD, CRARYVILLE NY 12521
Rogers James B Jr	director	14 WESLEY STREET, HAMILTON D0 HM11
George R Aylward	director, officer: President & CEO	C/O VIRTUS INVESTMENT PARTNERS, INC., 100 PEARL STREET, HARTFORD CT 06103
William J Renahan	officer: Chief Legal Off. & Secretary	399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022