ZTR (Virtus Total Return Fund) Moat Score: 2/10 (As of Jul. 02, 2026)


ZTR Virtus Total Return Fund Inc ZTR
30 GF Score
Price $6.84
! 9 Warning Signs
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What is Virtus Total Return Fund Moat Score?

Virtus Total Return Fund ZTR +0.74% 30 Moat Score is 2 as of Jul. 02, 2026. GuruFocus rates ZTR with a GF Score™ of 30/100. The stock has 9 warning signs investors should review. Among 1,695 Asset Management companies, Virtus Total Return Fund ranks better than 80.06% on this metric.

Virtus Total Return Fund has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Virtus Total Return Fund has No Moat: Virtus Total Return Fund Inc lacks significant competitive advantages, with no strong brand or market leadership. Its position is not defensible against competitors.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Virtus Total Return Fund might have No Moat - Very weak/transient advantages.

Virtus Total Return Fund  (NYSE:ZTR) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Virtus Total Return Fund Moat Score Related Terms

ZTR vs ASG, HPF, NXG: Moat Score Comparison

For the Asset Management subindustry, Virtus Total Return Fund's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

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

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


ZTR
30GF Score
Virtus Total Return Fund Inc ZTR
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 2 mean?
Virtus Total Return Fund (ZTR) has a Moat Score of 2 as of Jul. 02, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Virtus Total Return Fund ranks #338 out of 1695 companies in the Asset Management industry, placing it in the top 19.9%.
Is Virtus Total Return Fund's Moat Score too high?
Virtus Total Return Fund's current Moat Score is 2. Based on the distribution chart, Virtus Total Return Fund ranks #338 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Virtus Total Return Fund has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Virtus Total Return Fund's Moat Score compare to ASG and HPF?
According to the Asset Management industry distribution chart, Virtus Total Return Fund ranks #338 out of 1695 companies for Moat Score. This places Virtus Total Return Fund in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Virtus Total Return Fund's current Moat Score is 2. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Total Return Fund stock overvalued right now?
Virtus Total Return Fund (ZTR) has a current Moat Score of 2. The current Moat Score is 2. Virtus Total Return Fund's overall GF Score™ is 30/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Virtus Total Return Fund (ZTR), the current Moat Score is 2 as of Jul. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Virtus Total Return Fund Business Description

Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus Total Return Fund Inc is a closed-end, diversified management investment company. Its investment objective of capital appreciation, with current income as a secondary objective. The Fund seeks to meet its objectives through a balance of equity and fixed income investments.
30GF Score

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