Home › Asset managers › Morningstar Funds Trust › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Morningstar Funds Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.
Everything Only shareholder proposals it backed
62 proposals. Every shareholder proposal Morningstar Funds Trust backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Morningstar Funds Trust voted | Funds |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2024-05-23 | Shareholder proposal regarding transparency in lobbying. | Other Social Issues | Shareholder | FOR | 3 |
| TRUIST FINANCIAL CORP. | 2024-04-23 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | FOR | 3 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a lobbying report | Other Social Issues | Shareholder | FOR | 2 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks | Other Social Issues | Shareholder | FOR | 2 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks | Other Social Issues | Shareholder | FOR | 2 |
| BANK OF NEW YORK MELLON CORP. | 2024-04-09 | Stockholder proposal regarding transperency in lobbying, if properly presented. | Other Social Issues | Shareholder | FOR | 2 |
| CVS HEALTH CORP. | 2024-05-16 | Stockholder Proposal Requesting An Independent, Third Party Worker Rights Assessment And Report. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding a Transparency In Lobbying Report | Other Social Issues | Shareholder | FOR | 2 |
| KINDER MORGAN INC. | 2024-05-08 | Stockholder proposal relating to establishing a greenhouse gas emission reduction target | Environment or Climate | Shareholder | FOR | 2 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Other Social Issues | Shareholder | FOR | 2 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. | Other Social Issues | Shareholder | FOR | 2 |
| NETFLIX INC. | 2024-06-06 | Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. | Other Social Issues | Shareholder | FOR | 2 |
| TESLA INC. | 2024-06-13 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| WELLS FARGO & CO. | 2024-04-30 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| WELLS FARGO & CO. | 2024-04-30 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| WELLS FARGO & CO. | 2024-04-30 | Shareholder Proposal - Transparency in Lobbying Annual Report. | Other Social Issues | Shareholder | FOR | 2 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS | Environment or Climate | Shareholder | FOR | 1 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING | Other Social Issues | Shareholder | FOR | 1 |
| APPLE INC. | 2024-02-28 | A shareholder proposal entitled "Racial and Gender Pay Gaps" | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| APPLE INC. | 2024-02-28 | A shareholder proposal requesting a report on the use of AI. | Other Social Issues | Shareholder | FOR | 1 |
| AUTONATION INC. | 2024-04-24 | Adoption of stockholder proposal regarding political contributions. | Other Social Issues | Shareholder | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | 2024-05-04 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. | Environment or Climate | Shareholder | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | 2024-04-23 | Stockholder proposal regarding lobbying activities. | Other Social Issues | Shareholder | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | 2024-04-23 | Stockholder proposal regarding political expenditures report. | Other Social Issues | Shareholder | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | 2024-06-06 | Shareholder Proposal - Requesting a report on harassment and discrimination statistics. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | 2024-06-06 | Shareholder Proposal - Requesting an audit of safety practices. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| CISCO SYSTEMS INC. | 2023-12-06 | Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. | Other Social Issues | Shareholder | FOR | 1 |
| DICK'S SPORTING GOODS INC. | 2024-06-12 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to publish an annual report disclosing lobbying activities. | Other Social Issues | Shareholder | FOR | 1 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| FEDEX CORP. | 2023-09-21 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | 2024-04-30 | Stockholder Proposal Requesting a Public Report on Lobbying Activities. | Other Social Issues | Shareholder | FOR | 1 |
| INTUITIVE SURGICAL INC. | 2024-04-25 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| KRAFT HEINZ CO. | 2024-05-02 | Stockholder Proposal - Report on group-housed pork, if properly presented. | Other Social Issues | Shareholder | FOR | 1 |
| KRAFT HEINZ CO. | 2024-05-02 | Stockholder Proposal - Report on recyclability claims, if properly presented. | Environment or Climate | Shareholder | FOR | 1 |
| LENNAR CORP. | 2024-04-10 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| LENNAR CORP. | 2024-04-10 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. | Other Social Issues | Shareholder | FOR | 1 |
| LENNAR CORP. | 2024-04-10 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | FOR | 1 |
| LOCKHEED MARTIN CORP. | 2024-05-02 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions. | Environment or Climate | Shareholder | FOR | 1 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on human rights risks in non-US markets. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| MORGAN STANLEY | 2024-05-23 | Shareholder proposal regarding transparency in lobbying | Other Social Issues | Shareholder | FOR | 1 |
| MORGAN STANLEY | 2024-05-23 | Shareholder proposal requesting a clean energy supply financing ratio. | Environment or Climate | Shareholder | FOR | 1 |
| NETFLIX INC. | 2024-06-06 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. | Other Social Issues | Shareholder | FOR | 1 |
| NIKE INC. | 2023-09-12 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| NORFOLK SOUTHERN CORP. | 2024-05-09 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. | Other Social Issues | Shareholder | FOR | 1 |
| OLD DOMINION FREIGHT LINE INC. | 2024-05-15 | Shareholder Proposal Regarding Greenhouse Gas Reduction Targets. | Environment or Climate | Shareholder | FOR | 1 |
| PACCAR INC. | 2024-04-30 | Stockholder proposal regarding a report on climate-related policy engagement. | Environment or Climate | Shareholder | FOR | 1 |
| PAPA JOHN'S INTERNATIONAL INC. | 2024-05-02 | Stockholder proposal regarding pork housing disclosure. | Other Social Issues | Shareholder | FOR | 1 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| QUEST DIAGNOSTICS INC. | 2024-05-16 | Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. | Environment or Climate | Shareholder | FOR | 1 |
| SKECHERS U.S.A. INC. | 2024-05-23 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. | Environment or Climate | Shareholder | FOR | 1 |
| STRYKER CORP. | 2024-05-09 | Shareholder Proposal on Transparency in Political Spending. | Other Social Issues | Shareholder | FOR | 1 |
| TEXAS INSTRUMENTS INC. | 2024-04-25 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. | Other Social Issues | Shareholder | FOR | 1 |
| TYSON FOODS INC. | 2024-02-08 | Shareholder proposal regarding Tyson Foods labor practices. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| TYSON FOODS INC. | 2024-02-08 | Shareholder proposal regarding corporate climate lobbying. | Environment or Climate | Shareholder | FOR | 1 |
| WINGSTOP INC. | 2024-05-23 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders. | Environment or Climate | Shareholder | FOR | 1 |
Page 1 of 1
← Back to Morningstar Funds Trust 2023-2024 overview
Built 2026-10-04 from SEC Form N-PX filings.