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Form N-PX · fund registrantSEC filer no. 1976685

Institutional Investment Strategy Fund

fund voting report

Vote records reported
5,684year to 30 June 2026
Against management
5.3%299 of 5,668 marked votes
Say-on-pay support
91.2%for, of for + against + abstain
Shareholder-proposal support
36.5%for, of for + against + abstain
92.9% for5.3% against1.8% other5.3% against management5,684 votes

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

For the year to 30 June 2026, Institutional Investment Strategy Fund reported 5,684 vote records on Form N-PX. 299 of the 5,668 votes that were marked for or against management went against management: 5.3%, close to the median fund registrant (6.2%).

Weighted by the number of shares voted, the against-management share is 5.7%. 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 91.2% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 36.5% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in CORPORATE GOVERNANCE (36.2% of 271), SHAREHOLDER RIGHTS AND DEFENSES (29.2% of 24) and COMPENSATION (16.2% of 142).

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 share5.3%6.2%10.6%
Say-on-pay support rate91.2%91.6%86.0%
Shareholder-proposal support rate36.5%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%

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 ELECTIONS4,1724,045422.9%
SECTION 14A SAY-ON-PAY VOTES436385378.9%
AUDIT-RELATED42842800.0%
SHAREHOLDER RIGHTS AND DEFENSES2418629.2%
EXTRAORDINARY TRANSACTIONS2320313.0%
CAPITAL STRUCTURE757418.0%
COMPENSATION1421162616.2%
CORPORATE GOVERNANCE2761997636.2%
ENVIRONMENT OR CLIMATE705642.9%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE305256.7%
DIVERSITY, EQUITY, AND INCLUSION423390.0%
OTHER SOCIAL ISSUES95148011.7%
OTHER1100.0%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20242,7017.0%90.3%39.6%
year to 30 June 20255,9164.8%89.6%32.8%
year to 30 June 20265,6845.3%91.2%36.5%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Institutional Investment Strategy Fund voted against management on 36 of the 418 it marked either way (8.6%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 277 proposals from security holders that could be told apart in the filings and on which it cast a vote, Institutional Investment Strategy Fund voted for 105 (37.9%). 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
Microsoft Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
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 equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
JPMorgan Chase & Co.19 May 2026Independent board chairman
Mastercard Incorporated16 Jun 2026Consideration of a stockholder proposal regarding shareholder right to act by written consent
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
AbbVie Inc.8 May 2026Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
Bank of America Corporation4 May 2026Shareholder proposal requesting independent board chair
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
AT&T INC.14 May 2026Shareholder Right to Act by Written Consent
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Govern by Majority Vote.
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
Morgan Stanley14 May 2026Shareholder proposal requesting an independent Board Chairman
HONEYWELL INTERNATIONAL INC.22 May 2026Shareowner Proposal - Shareholder Right to Act by Written Consent.
Comcast Corporation10 Jun 2026Adopt policy to have an independent chair
PALANTIR TECHNOLOGIES INC.3 Jun 2026Stockholder proposal entitled "Political Spending Disclosure,"
S&P Global Inc.20 May 2026Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder...
Deere & Company25 Feb 2026Shareholder proposal on shareholder right to act by written consent
Starbucks Corporation25 Mar 2026Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority...
THE BOEING COMPANY17 Apr 2026Action by Written Consent.
LOCKHEED MARTIN CORPORATION12 May 2026Stockholder Proposal Requiring Independent Board Chairman
Micron Technology, Inc.15 Jan 2026Reduce Ownership Threshold for Shareholders to Call Special Meeting
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Lam Research Corporation4 Nov 2025Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting,"
Analog Devices, Inc.11 Mar 2026To consider a shareholder proposal

Shares on loan

Institutional Investment Strategy Fund 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.

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 Institutional Investment Strategy Fund vote on executive pay?

In the year to 30 June 2026 Institutional Investment Strategy Fund reported 422 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 385 were for (91.2%), 37 against and 0 abstentions. Counting one item per company meeting, it voted against management on 36 of the 418 say-on-pay items it marked either way.

How often does Institutional Investment Strategy Fund vote against management?

5.3% of the time in the year to 30 June 2026: 299 of the 5,668 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 Institutional Investment Strategy Fund support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 66 votes on proposals from security holders in the year to 30 June 2026 and voted for 2 of them (3.0%). Across every category it voted for 36.5% 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 Institutional Investment Strategy Fund (filer no. 1976685), 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.