FUND VOTES
Canadian Companies and Fund Votes
In-depth analysis of proxy voting.
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2011 DATA ADDED
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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 DIRECTOR ELECTIONS BY FUND FAMILIES FROM 2004 TO 2006
Fund Family
% Support for Director Elections (2004 2005 2006)
Unique Resns Voted (2004/2005/2006)
ABN AMRO
1909 / 2024 / 2883
AEGON
8372 / 8118 / 7047
AIM
13276 / 14096 / 15791
ALLIANCE (BERNSTEIN)
5923 / 6242 / 6322
ALLIANZ
7132 / 5028 / 5130
AMERICAN
3604 / 3880 / 4147
AMERICAN CENTURY
17517 / 17380 / 18206
AMERIPRISE/AXP
19778 / 23411 / 23362
AMERISTOCK
47 / 38 / 38
AMERITAS
5247 / 5224 / 5392
AMIDEX
30 / 33 / 35
ARIEL
788 / 479 / 449
ARTISAN
1770 / 1793 / 1716
BARCLAYS GLOBAL INVESTORS
115 / 419 / 428
BEAR STEARNS
1320 / - / -
BERKSHIRE
153 / 119 / 108
BLACKROCK
3361 / 4928 / 5092
BRIDGEWAY
1057 / 5248 / 5084
CALVERT
6106 / 6207 / 6791
CAPSTONE
970 / 160 / 2334
CATHOLIC FUNDS
3164 / 3115 / 1908
CITIZENS
2362 / 2557 / 2485
COLUMBIA
3268 / 2764 / 16271
COVENTRY
1793 / 2467 / 2276
CREDIT SUISSE
4185 / 4042 / 5255
DAVIS
681 / 485 / 687
DELAWARE
5793 / 4088 / 3902
DODGE & COX
701 / 754 / 789
DOMINI
7092 / 2370 / 2451
DREYFUS
15458 / 15290 / 15727
ENTERPRISE
4756 / 3668 / 168
ETRADE
- / 14081 / 14195
EUROPACIFIC
609 / 344 / 457
EXCELSIOR
2597 / 2437 / 2511
FEDERATED
16194 / 19210 / 18081
FIDELITY
9037 / 9392 / 9417
FIDELITY INVESTMENTS (CANADA)
- / - / 3177
FIFTH THIRD
5194 / 5036 / 6207
FIRST EAGLE
790 / 547 / 773
FRANK RUSSELL
16696 / 16335 / 14856
FRANKLIN
13348 / 12535 / 13550
GABELLI
65 / 5487 / -
GARTMORE
5561 / 7503 / 25308
GOLDMAN SACHS
5609 / 5472 / 11781
GREEN CENTURY
29 / 24 / 266
HARBOR
1291 / 1899 / 2701
INCOME FUND OF AMERICA
1090 / 1055 / -
ING
10633 / 14616 / 16180
INTEGRITY
1092 / 684 / 816
INVESTMENT CO OF AMERICA
1371 / 1333 / -
JANUS
16040 / 14771 / 15143
JOHN HANCOCK/MIT
14730 / 15130 / 33787
JP MORGAN
2898 / 831 / 5252
LAZARD
3571 / 3938 / 3858
LEGG MASON
1978 / 2166 / 5316
LIBERTY
1631 / 1892 / 1187
LONGLEAF
195 / 207 / 236
LORD ABBETT
8835 / 8797 / 10367
MASSACHUSETTS INVESTORS
826 / 610 / 661
MASSMUTUAL
15006 / 14707 / 13497
MELLON
5687 / 6494 / 2395
MERRILL LYNCH
4034 / 6785 / 3742
MFS
17358 / 12181 / 11830
MMA PRAXIS
1603 / 1792 / 1837
MORGAN STANLEY
37634 / 36872 / 35805
NEUBERGER BERMAN
3116 / 3468 / 6539
NEW ALTERNATIVES
32 / 27 / -
NEW RIVER
- / 321 / 20
NUVEEN
380 / 535 / 717
OPPENHEIMER
6667 / 7284 / 8162
PARNASSUS
533 / 648 / 893
PAX
541 / 475 / 629
PIONEER
7125 / 7693 / 9472
PUTNAM
9273 / 9547 / 11470
QUAKER
1445 / 1132 / 1971
SAFECO
1921 / 349 / -
SALOMON
2808 / 3140 / 3936
SCHRODER
2673 / 3099 / 3448
SCHWAB
5251 / 5492 / 5894
SCUDDER
1556 / 5247 / 4734
SIERRA CLUB
66 / 88 / -
SMITH BARNEY
13221 / 13906 / 9534
STATE STREET
4929 / 4145 / 1342
STEWARD
408 / 6451 / 8458
STRONG
7448 / 2021 / -
SWIB
5134 / - / 4336
T ROWE
34271 / 33417 / 38188
TEMPLETON
2537 / 2757 / 3138
TIAA-CREF
44126 / 60057 / 62860
TRAVELERS
7683 / 8945 / 4394
TRILLIUM
1134 / 2731 / -
VAN KAMPEN
6963 / 11581 / 12331
VANGUARD
58368 / 71273 / 64520
WALDEN
562 / 575 / 543
WELLS FARGO
7156 / 11448 / 9980
WINSLOW
90 / 106 / 109
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