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Morningstar Funds Trust 2025-2026: 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

29 proposals. Every shareholder proposal Morningstar Funds Trust backed in 2025-2026 is listed here.

Morningstar Funds Trust, 2025-2026 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. 2026-06-05 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 2
Alphabet Inc. 2026-06-05 Shareholder proposal regarding a report on AI-generated misinformation Other Social Issues Shareholder FOR 2
ALPHABET INC. 2026-06-05 Shareholder proposal regarding a report on impact of U.S. immigration policy Human Rights or Human Capital/workforce Shareholder FOR 1
Akamai Technologies, Inc. 2026-05-13 To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2026-05-02 Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Diversity, Equity, and Inclusion Shareholder FOR 1
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2026-06-18 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
Berkshire Hathaway Inc. 2026-05-02 Shareholder proposal requesting that the company issue a report disclosing the board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce Shareholder FOR 1
CGI Inc. 2026-01-28 Shareholder Proposal Regarding Measures to Enhance Transparency and Dialogue Other Social Issues Shareholder FOR 1
Charter Communications, Inc. 2026-04-21 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
Dollar General Corporation 2026-05-28 To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce Shareholder FOR 1
Eli Lilly and Company 2026-05-04 Shareholder proposal to prepare an annual lobbying report. Other Social Issues Shareholder FOR 1
Fastenal Company 2026-04-23 Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
META PLATFORMS, INC. 2026-05-27 A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding data protection impact assessment on generative AI chatbots. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Diversity, Equity, and Inclusion Shareholder FOR 1
O'REILLY AUTOMOTIVE, INC. 2026-05-14 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues Shareholder FOR 1
O'Reilly Automotive, Inc. 2026-05-14 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending. Other Social Issues Shareholder FOR 1
Otis Worldwide Corporation 2026-05-27 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
PALANTIR TECHNOLOGIES INC. 2026-06-03 Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
PALANTIR TECHNOLOGIES INC. 2026-06-03 Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
Steel Dynamics, Inc. 2026-05-06 Shareholder proposal - avoid political spending brand damage Other Social Issues Shareholder FOR 1
THOMSON REUTERS CORPORATION 2026-06-10 The shareholder proposal as set out in Appendix B of the accompanying Management Proxy Circular. Human Rights or Human Capital/workforce Shareholder FOR 1
TYLER TECHNOLOGIES, INC. 2026-05-05 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
TYSON FOODS, INC. 2026-02-05 Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Other Social Issues Shareholder FOR 1
Tyler Technologies, Inc. 2026-05-05 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
Tyson Foods, Inc. 2026-02-05 Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Human Rights or Human Capital/workforce Shareholder FOR 1
Universal Health Services, Inc. 2026-05-20 Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
WARNER BROS. DISCOVERY, INC. 2026-06-09 To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate Shareholder FOR 1

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