Virtus Total Return Fund (ZTR) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ZTR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZTR
ZTR charges 3.77% annually. There are 542 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | — | May 2011 | ZTR vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | ZTR vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ZTR vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ZTR vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | ZTR vs DMA |
Best Risk-Adjusted Alternatives to ZTR
ZTR has a PortfoliosLab risk / return rank of 54. There are 360 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ZTR vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ZTR vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ZTR vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | ZTR vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ZTR vs AYBLX |
Top Performing ZTR Alternatives (YTD)
ZTR is at 11.62% YTD. There are 52 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | ZTR vs EKBAX | |
| Hood River New Opportunities Fund Institutional Cl... | 31.99% | — | — | ZTR vs HRNOX | |
| Highland Funds I - Highland Opportunities and Inco... | 27.35% | — | Jan 2000 | ZTR vs HFRO | |
| Greenspring Fund | 20.69% | — | Jun 1983 | ZTR vs GRSPX | |
| Fidelity Advisor Blue Chip Growth Fund Class Z | 19.08% | — | — | ZTR vs FBCKX |
Lowest Volatility Alternatives to ZTR
ZTR has 11.64% 1-year volatility. There are 474 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ZTR vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | ZTR vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | ZTR vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ZTR vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | ZTR vs CSTAX |
Lowest Drawdown Alternatives to ZTR
ZTR has a 1-year max drawdown of -7.07%. There are 363 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ZTR vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ZTR vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | ZTR vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ZTR vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ZTR vs SICIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 56 | 35.67% | — | Oct 2019 | ZTR vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.55% | — | Feb 2006 | ZTR vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.82% | — | Mar 2018 | ZTR vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.39% | — | Oct 1996 | ZTR vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.67% | — | Oct 1995 | ZTR vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.17% | — | Jun 2009 | ZTR vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.04% | — | Jan 1989 | ZTR vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | ZTR vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 18 | 14.03% | — | Mar 1995 | ZTR vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -7.28% | — | Jun 2006 | ZTR vs PXSGX |
Often Compared With ZTR
Investors most often compare ZTR with DBL, FSIRX, PMFKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ZTR with Any Fund or Stock
Compare ZTR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZTR with funds that move differently
Virtus Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZTR.
Explore ZTR Diversifiers