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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, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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
47 proposals. Every shareholder proposal Morningstar Funds Trust backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Morningstar Funds Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight | Other Social Issues | Shareholder | Against | FOR | 2 |
| Apple Inc. | February 25, 2025 | 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 | Against | FOR | 2 |
| Apple Inc. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" | Other Social Issues | Shareholder | Against | FOR | 2 |
| Deere & Company | February 26, 2025 | Shareholder proposal on a civil rights audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 2 |
| Gilead Sciences, Inc. | May 7, 2025 | 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 | Against | FOR | 2 |
| Merck & Co., Inc. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| PepsiCo, Inc. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 2 |
| WALMART INC. | June 5, 2025 | Health and Safety Governance | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| Amazon.com, Inc. | May 21, 2025 | Shareholder proposal requesting a report on data dosage oversight in AI offerings | Other Social Issues | Shareholder | Against | FOR | 1 |
| Amazon.com, Inc. | May 21, 2025 | Shareholder proposal requesting a report on warehouse working conditions | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| AutoNation, Inc. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| AutoNation, Inc. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CINTAS CORPORATION | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Cadence Design Systems, Inc. | May 8, 2025 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Charter Communications, Inc. | April 22, 2025 | Stockholder Proposal Regarding Political Expenditures Report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Crown Holdings, Inc. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| FedEx Corporation | September 23, 2024 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| HCA Healthcare, Inc. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Hewlett Packard Enterprise Company | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" | Other Social Issues | Shareholder | Against | FOR | 1 |
| International Business Machines Corporation | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying | Other Social Issues | Shareholder | Against | FOR | 1 |
| Knight-Swift Transportation Holdings Inc. | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Lennar Corporation | April 9, 2025 | 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 | Against | FOR | 1 |
| Lennar Corporation | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Microchip Technology Incorporated | August 20, 2024 | 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 | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on AI Data Sourcing Accountability | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on AI Data Sourcing Accountability. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on AI Misinformation and Disinformation | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on AI Misinformation and Disinformation. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on Risks of Weapons Development | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on Risks of Weapons Development. | Other Social Issues | Shareholder | Against | FOR | 1 |
| NIKE, Inc. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| NVIDIA Corporation | June 25, 2025 | Approval of a stockholder proposal to modify existing reporting on workforce data. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| PulteGroup, Inc. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Starbucks Corporation | March 12, 2025 | Shareholder proposal requesting an annual emissions congruency report | Environment or Climate | Shareholder | Against | FOR | 1 |
| Target Corporation | June 11, 2025 | 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 | Against | FOR | 1 |
| Teradyne, Inc. | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Walmart Inc. | June 5, 2025 | Racial Equity Audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Wells Fargo & Company | April 29, 2025 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
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Built November 1, 2026 from SEC Form N-PX filings.