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Morningstar Funds Trust 2024-2025: where it broke with 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

39 proposals. Every shareholder proposal Morningstar Funds Trust backed in 2024-2025 is listed here.

Morningstar Funds Trust, 2024-2025 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromMorningstar Funds Trust votedFunds
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 2
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 2
Apple Inc. 2025-02-25 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce Shareholder FOR 2
Apple Inc. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 2
Deere & Company 2025-02-26 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder FOR 2
Gilead Sciences, Inc. 2025-05-07 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 2
Merck & Co., Inc. 2025-05-27 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder FOR 2
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 2
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 2
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 2
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Diversity, Equity, and Inclusion Shareholder FOR 2
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Human Rights or Human Capital/workforce Shareholder FOR 2
PepsiCo, Inc. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 2
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 1
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 1
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder FOR 1
Amazon.com, Inc. 2025-05-21 Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues Shareholder FOR 1
Amazon.com, Inc. 2025-05-21 Shareholder proposal requesting a report on warehouse working conditions Human Rights or Human Capital/workforce Shareholder FOR 1
AutoNation, Inc. 2025-04-23 Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
AutoNation, Inc. 2025-04-23 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
Cadence Design Systems, Inc. 2025-05-08 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
Charter Communications, Inc. 2025-04-22 Stockholder Proposal Regarding Political Expenditures Report. Other Social Issues Shareholder FOR 1
Crown Holdings, Inc. 2025-05-01 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
FedEx Corporation 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
HCA Healthcare, Inc. 2025-04-24 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Other Social Issues Shareholder FOR 1
Hewlett Packard Enterprise Company 2025-04-02 Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
International Business Machines Corporation 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 1
Knight-Swift Transportation Holdings Inc. 2025-05-13 Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues Shareholder FOR 1
Lennar Corporation 2025-04-09 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
Lennar Corporation 2025-04-09 Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
Microchip Technology Incorporated 2024-08-20 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce Shareholder FOR 1
NIKE, Inc. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
NVIDIA Corporation 2025-06-25 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder FOR 1
PulteGroup, Inc. 2025-04-30 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
Starbucks Corporation 2025-03-12 Shareholder proposal requesting an annual emissions congruency report Environment or Climate Shareholder FOR 1
Target Corporation 2025-06-11 Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination. Diversity, Equity, and Inclusion Shareholder FOR 1
Teradyne, Inc. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.