What is Virtus Total Return Fund Inc.'s Shariah compliance score?

Virtus Total Return Fund Inc.'s (ZTR) compliance score is being calculated. Check HalalScreener.app for the latest AAOIFI screening results.

Does Virtus Total Return Fund Inc. pass AAOIFI screening?

Virtus Total Return Fund Inc. (ZTR) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (ZTR: 0.0%), (3) interest-bearing deposits below 30% (ZTR: 0.0%), and (4) prohibited income below 5% (ZTR: 37.4%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for Virtus Total Return Fund Inc. stock?

Virtus Total Return Fund Inc. (ZTR) has a non-permissible income ratio of 37.44%. Muslim investors should purify this percentage of any dividends received and capital gains realized from ZTR shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen Virtus Total Return Fund Inc. for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Virtus Total Return Fund Inc. (ZTR) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about ZTR's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

ZTR: Is Virtus Total Return Fund Inc. Halal?

Virtus Total Return Fund Inc.

NYSEFinancial ServicesAU

$6.81

+0.37%

Market Cap: 322.4M

Compliance Status

Not Halal

Screened on Jul 20, 2026 · AAOIFI Standard 21

Non-Compliant

0Score

Is Virtus Total Return Fund Inc. (ZTR) halal? Not Halal. Based on AAOIFI screening, Virtus Total Return Fund Inc. has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

Basket rule

Over the limit

An ETF is halal when non-compliant holdings stay under 5% of the basket by weight.

84.6% of 5.0% limit

70% of the basket's holdings were screened individually.

About Virtus Total Return Fund Inc.

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 portfolio is currently managed through a collaborative effort involving Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC, and Newfleet Asset Management, LLC. This actively managed fund primarily allocates capital across the public stock and bond markets within the United States. It aims to invest in companies spanning a wide array of sectors, with a particular emphasis on large-capitalization firms that exhibit "growth at a reasonable price" (GARP) characteristics for its equity holdings. Complementing this, the fund also acquires investment-grade debt issued by both corporations and government entities. Its investment performance is measured against a composite benchmark, which is split 60% to the Russell Developed Large Cap Index and 40% to the Bloomberg Barclays U.S. Aggregate Bond Index. The fund is legally domiciled in the United States.

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jul 20, 2026

Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Basket-weighted haram holdings exceed 5% (84.6%)

Basket Composition

70% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

14%

10%

85%

Halal14%

Doubtful10%

Not Halal85%

Unknown0%

Top Holdings

Aena SME S.A.Unknown6.71%UNPUnion Pacific CorporationHalal5.33%NEENextEra Energy IncNot Halal5.28%WMBWilliams Companies Inc. (The)Doubtful3.58%SOSouthern Co.Not Halal3.41%SRESempraDoubtful3.37%CSXCSX CorporationHalal3.10%CPCanadian Pacific Kansas City Ltd.Halal3.04%XELXcel Energy IncNot Halal2.74%Transurban GroupUnknown2.60%

Compliance History

Not Halalnow
since Jun 2026
Under Review
until the change above

Tracked since May 2026. Updates automatically on each re-screen.

Fiscal: N/AData source: FMP-LOOKTHROUGH

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

GLDA+

SPDR Gold Shares

$368.41

+0.17%

SLVA+

iShares Silver Trust

$50.78

+0.47%

PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

PHYSA+

Sprott Physical Gold Trust

$31.75

+0.19%

ABA+

AllianceBernstein Holding L.P.

$36.03

-1.13%

More Financial Services Stocks

JPM

JPMorgan Chase & Co.

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Mastercard Incorporated

A+

PYPL

PayPal Holdings, Inc.

C+

BAC

Bank of America Corporation

WFC

Wells Fargo & Company

Free · No credit card required

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Frequently Asked Questions

Is Virtus Total Return Fund Inc. (ZTR) halal to invest in?

Virtus Total Return Fund Inc. (ZTR) is rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.

Why did Virtus Total Return Fund Inc. get a F compliance rating?

Virtus Total Return Fund Inc.'s compliance grade is determined by AAOIFI Standard 21 screening, a two-step process: (1) qualitative screen for prohibited business activities and (2) quantitative check of debt, interest deposits, and prohibited income ratios. Scroll up to see the detailed ratio breakdown.

What could change Virtus Total Return Fund Inc.'s Shariah verdict?

Virtus Total Return Fund Inc.'s verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.

How often is Virtus Total Return Fund Inc. re-screened for Shariah compliance?

Virtus Total Return Fund Inc. (ZTR) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jul 20, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.