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Form N-PX · fund registrantSEC filer no. 1506768

LOCORR INVESTMENT TRUST

fund voting report

Vote records reported
6,285year to 30 June 2026
Against management
10.0%586 of 5,841 marked votes
Say-on-pay support
84.4%for, of for + against + abstain
Shareholder-proposal support
42.5%for, of for + against + abstain
89.0% for9.0% against2.0% other10.0% against management5,847 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

LOCORR INVESTMENT TRUST reported 6,285 vote records for the year to 30 June 2026. It marked 10.0% of its votes as cast against management (586 of 5,841), 3.8 percentage points above the median fund registrant, which was 6.2%.

Weighted by the number of shares voted, the against-management share is 4.2%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 84.4% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 42.5% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (47.8% of 23), CORPORATE GOVERNANCE (37.3% of 271) and OTHER (26.1% of 23).

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share10.0%6.2%10.6%
Say-on-pay support rate84.4%91.6%86.0%
Shareholder-proposal support rate42.5%27.5%33.9%
Shares on loan, share of shares held0.00%0.00%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Of the 6,285 vote records in this filing, 474 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS4,2703,9242528.0%
SECTION 14A SAY-ON-PAY VOTES4523686715.5%
AUDIT-RELATED44744241.1%
SHAREHOLDER RIGHTS AND DEFENSES2721647.8%
EXTRAORDINARY TRANSACTIONS141400.0%
CAPITAL STRUCTURE11010286.4%
COMPENSATION116981812.1%
CORPORATE GOVERNANCE2752066737.3%
ENVIRONMENT OR CLIMATE45103424.4%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE4293124.4%
DIVERSITY, EQUITY, AND INCLUSION81625.0%
OTHER SOCIAL ISSUES84206223.8%
OTHER23121126.1%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20241,3060.2%100.0%0.0%
year to 30 June 20256,03424.8%69.2%43.8%
year to 30 June 20266,28510.0%84.4%42.5%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, LOCORR INVESTMENT TRUST voted against management on 66 of the 419 it marked either way (15.8%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 21 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 302 proposals from security holders that could be told apart in the filings and on which it cast a vote, LOCORR INVESTMENT TRUST voted for 131 (43.4%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI-generated misinformation
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
Mastercard Incorporated16 Jun 2026Consideration of a stockholder proposal regarding shareholder right to act by written consent
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Report on Packaging Policies for Plastics
CHEVRON CORPORATION27 May 2026Commission a Third-Party Report on Human Rights Processes
CHEVRON CORPORATION27 May 2026Report on Indigenous Peoples' Rights
Walmart Inc.4 Jun 2026Report on Workplace Health and Safety Governance
Berkshire Hathaway Inc.2 May 2026Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework...
PEPSICO, INC.6 May 2026Shareholder Proposal - Independent Board Chair.
The Coca-Cola Company29 Apr 2026Vote on a shareowner proposal requesting a report on risks related to ingredients
The Coca-Cola Company29 Apr 2026Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend Article X of the bylaws.
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Advanced Micro Devices, Inc.13 May 2026Stockholder proposal requesting changes to the stockholder right to call a special meeting.
McDonald's Corporation20 May 2026Advisory Vote on Shareholders' Right to Act by Written Consent.
NextEra Energy, Inc.21 May 2026Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Right to Act by Written Consent
CATERPILLAR INC.10 Jun 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
Pfizer Inc.23 Apr 2026Adopt an Independent Chair Policy
AT&T INC.14 May 2026EEO-1 Report Disclosure Policy
AT&T INC.14 May 2026Shareholder Right to Act by Written Consent
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
ServiceNow, Inc.21 May 2026Shareholder proposal regarding shareholder right to act by written consent.
Texas Instruments Incorporated16 Apr 2026Stockholder proposal to permit stockholders to act by written consent.
ConocoPhillips12 May 2026Stockholder Proposal - Independent Board Chairman.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Lobbying Disclosure
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
Philip Morris International Inc.6 May 2026Shareholder Proposal to issue a report on filter cleanup costs and extended producer responsibility laws...
Lowe's Companies, Inc.29 May 2026Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging...

Shares on loan

LOCORR INVESTMENT TRUST reported no shares on loan for the year to 30 June 2026. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Fund series in this filing

2 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
LoCorr Spectrum Income Fund4972.1%not reportednot reported
LoCorr Dynamic Opportunity Fund2790.0%100.0%0.0%

The filings

These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.

Questions

How did LOCORR INVESTMENT TRUST vote on executive pay?

In the year to 30 June 2026 LOCORR INVESTMENT TRUST reported 435 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 367 were for (84.4%), 67 against and 1 abstentions. Counting one item per company meeting, it voted against management on 66 of the 419 say-on-pay items it marked either way. A further 21 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does LOCORR INVESTMENT TRUST vote against management?

10.0% of the time in the year to 30 June 2026: 586 of the 5,841 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did LOCORR INVESTMENT TRUST support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 45 votes on proposals from security holders in the year to 30 June 2026 and voted for 10 of them (22.2%). Across every category it voted for 42.5% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by LOCORR INVESTMENT TRUST (filer no. 1506768), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.