Company Description
Flaherty & Crumrine Total Return Fund Inc. is a closed-ended balanced mutual fund launched and managed by Flaherty & Crumrine Incorporated.
The fund invests in the public equity and fixed income markets of the United States. It seeks to invest in stocks of companies operating across utilities and banking sectors.
The fund primarily invests in investment-grade securities consisting of preferred securities and other income-producing securities comprising of various debt securities.
It benchmarks the performance of its portfolio against the Barclays Capital U.S. Aggregate Index and the S&P 500 Index.
The fund was formerly known as Flaherty & Crumrine/Claymore Total Return Fund, Inc. Flaherty & Crumrine Total Return Fund Inc. was formed on August 26, 2003 and is domiciled in the United States.
| Country | United States |
| Founded | 2003 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | Donald Frasier Crumrine CFA |
Contact Details
Address: 301 East Colorado Boulevard, Suite 800 Pasadena, California 91101-1911 United States | |
| Phone | 626 795 7300 |
| Website | flahertyfunds.com |
Stock Details
| Ticker Symbol | FLC |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Reporting Currency | USD |
| CIK Code | 0001245648 |
| CUSIP Number | 338479108 |
| ISIN Number | US3384791089 |
Key Executives
| Name | Position |
|---|---|
| Bradford Sydenham Stone | Portfolio Manager |
| Pinto Suri | Managing Director, Senior Credit Analyst and Portfolio Manager |
| Lisa C. Tucci C.F.A. | Managing Director, Senior Credit Analyst and Portfolio Manager |
| Donald Frasier Crumrine CFA | Portfolio Manager |
| Robert Eric Chadwick C.F.A., CFA | Portfolio Manager |
| Rick Jone Seto C.F.A. | Managing Director and Vice President |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jun 20, 2025 | 40-17G | Filing |
| Apr 28, 2025 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 24, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Apr 16, 2025 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 17, 2025 | DEF 14A | Other definitive proxy statements |
| Mar 6, 2025 | PRE 14A | Other preliminary proxy statements |
| Feb 6, 2025 | N-CEN | Filing |
| Feb 4, 2025 | N-CSR | Filing |
| Jan 28, 2025 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Jan 3, 2025 | SCHEDULE 13G | Filing |