ZTR: Collect A 8.8% Yield While Aligned To Grow Alongside AI Infrastructure

Virtus Total Return Fund remains a buy, offering an 8.8% yield and trading at an 11.08% discount to NAV. ZTR's infrastructure-focused portfolio is positioned to benefit from AI data center growth, with holdings like NEE and WMB targeting rising energy demand. Leverage (28.34% of assets) and high distributions limit long-term capital appreciation, making most returns distribution-driven.