FUND VOTES Canadian Companies and Fund Votes 
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2011 DATA ADDED Inquire for details.
NEW Research Report: Corporate Political Spending and the Mutual Fund Vote: Mutual Fund Support Reaches a New High in 2011. Jackie Cook. Dec. 2011
NEW Research Report: Tipping the balance? Large mutual funds’ influence upon executive compensation. The American Federation of State, County and Municipal Employees, AFL-CIO AFSCME. May 2011
Decline in U.S. Mutual Funds’ Support of Climate-Related Shareholder Resolutions in 2010, New Report Finds. Rob Berridge and Jackie Cook. April 2011
View 2010 Climate Votes on 46 Large Fund Families
Proxy Voting by Canadian Mutual Funds (2006-2009). Laura O'Neill and Jackie Cook. September 2010
Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook. June 2010
Research Report: Proxy Voting by Canadian Funds: 2006-2008. Laura O'Neil and Jackie Cook. June 2009
Research Report: Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook. May 2009
Mutual Funds' Votes on Executive Compensation Resolutions (posted Oct. 21, 2008)
Mutual Funds' Votes on Say-on-Pay at 'Bailout Banks' (posted Oct. 16, 2008)
Mini Survey of Mutual Funds' Votes: 2004-2008 (posted Sept. 15, 2008)
Compare Governance with Social Responsibility Resolutions (2008)
Compare Management with Shareholder Resolutions (2008)
Votes on Management Resolutions (2004-2008)
Votes on Shareholder Resolutions (2004-2008)
Votes on Director Elections (2004-2006)
Votes on Corporate Social Responsibility Resolutions (2004-2008)
Votes on Corporate Governance Resolutions (2004-2008)
 
SUPPORT FOR SHAREHOLDER-SPONSORED GOVERNANCE RESOLUTIONS BY FUND FAMILIES FROM 2004 TO 2008

Fund Family% Support for Governance Resolutions (2004 2005 2006 2007 2008)Resns Voted (2004/2005/2006/2007/2008)

ABN AMRO349 / 280 / 322 / 0 / -
AEGON3503 / 2558 / 1272 / 1390 / -
AIM1672 / 1404 / 1466 / 1462 / -
ALLIANCE (BERNSTEIN)903 / 877 / 966 / 985 / -
ALLIANZ1042 / 517 / 714 / 847 / -
AMERICAN618 / 639 / 535 / 821 / -
AMERICAN CENTURY2484 / 2114 / 2648 / 3373 / -
AMERIPRISE/AXP1887 / 1530 / 2181 / 2184 / -
AMERISTOCK85 / 61 / 80 / 0 / -
AMERITAS532 / 430 / 449 / 510 / -
AMIDEX1 / 0 / 20 / 0 / -
ARIEL65 / 17 / 44 / 0 / -
ARTISAN53 / 44 / 20 / 54 / -
BARCLAYS GLOBAL INVESTORS1872 / 275 / 336 / 365 / -
BEAR STEARNS129 / 0 / 0 / 0 / -
BERKSHIRE4 / 4 / 3 / 8 / -
BLACKROCK422 / 529 / 807 / 671 / -
BRIDGEWAY338 / 360 / 433 / 540 / -
CALVERT569 / 413 / 610 / 602 / -
CAPSTONE359 / 16 / 5 / 0 / -
CATHOLIC FUNDS369 / 274 / 204 / 0 / -
CITIZENS385 / 272 / 666 / 233 / -
COLUMBIA1196 / 906 / 1862 / 2981 / -
COVENTRY348 / 299 / 263 / 300 / -
CREDIT SUISSE272 / 232 / 478 / 0 / -
DAVIS40 / 31 / 39 / 58 / -
DELAWARE629 / 299 / 294 / 0 / -
DODGE & COX132 / 110 / 170 / 166 / -
DOMINI537 / 143 / 167 / 122 / -
DREYFUS1231 / 843 / 1053 / 1146 / -
ENTERPRISE788 / 403 / 61 / 63 / -
ETRADE0 / 367 / 413 / 0 / -
EXCELSIOR288 / 195 / 215 / 0 / -
FEDERATED1177 / 921 / 1014 / 1176 / -
FIDELITY3418 / 2702 / 3432 / 3449 / -
FIDELITY INVESTMENTS (CANADA)0 / 0 / 315 / 0 / -
FIFTH THIRD772 / 637 / 847 / 306 / -
FIRST EAGLE34 / 14 / 52 / 67 / -
FRANK RUSSELL2196 / 1548 / 1859 / 2005 / -
FRANKLIN1319 / 875 / 1397 / 1665 / -
GABELLI444 / 345 / 0 / 477 / -
GARTMORE603 / 669 / 1861 / 2490 / -
GOLDMAN SACHS1025 / 660 / 1623 / 1788 / -
GREEN CENTURY1 / 4 / 27 / 0 / -
HARBOR51 / 73 / 135 / 162 / -
INCOME FUND OF AMERICA111 / 95 / 0 / 0 / -
ING4060 / 4847 / 6377 / 6585 / -
INTEGRITY96 / 66 / 87 / 94 / -
INVESTMENT CO OF AMERICA169 / 134 / 0 / 0 / -
JANUS2168 / 1717 / 2322 / 2620 / -
JOHN HANCOCK/MIT2897 / 2520 / 5013 / 2810 / -
JP MORGAN184 / 62 / 175 / 227 / -
LAZARD194 / 178 / 381 / 336 / -
LEGG MASON2064 / 1744 / 1788 / 2098 / -
LIBERTY139 / 122 / 115 / 0 / -
LONGLEAF19 / 14 / 18 / 0 / -
LORD ABBETT709 / 740 / 1065 / 0 / -
MASSACHUSETTS INVESTORS95 / 51 / 78 / 78 / -
MASSMUTUAL2264 / 2388 / 2770 / 3622 / -
MELLON431 / 380 / 121 / 556 / -
MERRILL LYNCH502 / 456 / 399 / 1147 / -
MFS1667 / 919 / 1066 / 1176 / -
MMA PRAXIS163 / 141 / 186 / 190 / -
MORGAN STANLEY3772 / 2589 / 3285 / 2337 / -
NEUBERGER BERMAN207 / 216 / 444 / 0 / -
NEW ALTERNATIVES2 / 0 / 0 / 0 / -
NEW RIVER0 / 22 / 17 / 0 / -
NUVEEN206 / 156 / 237 / 0 / -
OPPENHEIMER590 / 475 / 603 / 592 / -
PARNASSUS35 / 42 / 117 / 82 / -
PAX35 / 35 / 34 / 0 / -
PIONEER610 / 521 / 791 / 843 / -
PUTNAM789 / 561 / 773 / 916 / -
QUAKER112 / 23 / 139 / 0 / -
SAFECO363 / 8 / 0 / 0 / -
SALOMON313 / 314 / 424 / 253 / -
SCHRODER233 / 206 / 235 / 258 / -
SCHWAB350 / 290 / 379 / 389 / -
SCUDDER1102 / 715 / 379 / 839 / -
SIERRA CLUB17 / 26 / 0 / 0 / -
STATE STREET1005 / 337 / 345 / 357 / -
STEWARD309 / 279 / 491 / 0 / -
STRONG881 / 56 / 0 / 0 / -
SWIB292 / 0 / 204 / 42 / -
T ROWE2718 / 2207 / 2799 / 2738 / -
TEMPLETON84 / 70 / 126 / 136 / -
TIAA-CREF2551 / 2226 / 6810 / 2346 / -
TRAVELERS1068 / 1059 / 641 / 151 / -
TRILLIUM208 / 190 / 20 / 0 / -
VAN KAMPEN551 / 726 / 918 / 1350 / -
VANGUARD4458 / 3340 / 4233 / 5094 / -
WALDEN75 / 55 / 64 / 100 / -
WELLS FARGO2517 / 4004 / 3011 / 1473 / -
WINSLOW0 / 0 / 1 / 0 / -

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