Vote Scores

Home / Morgan Stanley, Eaton Vance and Calvert / Calvert Social Investment Fund

Form N-PX · fund registrantSEC filer no. 356682

Calvert Social Investment Fund

fund voting report, part of Morgan Stanley, Eaton Vance and Calvert

Vote records reported
1,644year to 30 June 2026
Against management
27.2%446 of 1,642 marked votes
Say-on-pay support
26.9%for, of for + against + abstain
Shareholder-proposal support
61.4%for, of for + against + abstain
74.5% for24.1% against1.4% other27.2% against management1,644 votes

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

Calvert Social Investment Fund reported 1,644 vote records for the year to 30 June 2026. It marked 27.2% of its votes as cast against management (446 of 1,642), 20.9 percentage points above the median fund registrant, which was 6.2%.

Weighted by the number of shares voted, the against-management share is 26.4%. 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 26.9% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 61.4% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (70.7% of 123), CORPORATE GOVERNANCE (41.9% of 105) and OTHER SOCIAL ISSUES (39.3% of 56).

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 share27.2%6.2%10.6%
Say-on-pay support rate26.9%91.6%86.0%
Shareholder-proposal support rate61.4%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 ELECTIONS1,13586525123.8%
SECTION 14A SAY-ON-PAY VOTES123328770.7%
AUDIT-RELATED12712700.0%
SHAREHOLDER RIGHTS AND DEFENSES149521.4%
EXTRAORDINARY TRANSACTIONS1100.0%
CAPITAL STRUCTURE1818011.1%
COMPENSATION433859.3%
CORPORATE GOVERNANCE10698841.9%
ENVIRONMENT OR CLIMATE38132534.2%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE128466.7%
DIVERSITY, EQUITY, AND INCLUSION233209.1%
OTHER SOCIAL ISSUES56223439.3%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20241,84023.2%55.3%67.2%
year to 30 June 20251,78422.9%35.4%60.6%
year to 30 June 20261,64427.2%26.9%61.4%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Calvert Social Investment Fund voted against management on 80 of the 108 it marked either way (74.1%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 119 proposals from security holders that could be told apart in the filings and on which it cast a vote, Calvert Social Investment Fund voted for 76 (63.9%). 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 Al Data Usage Oversight
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a mandatory independent board chair policy
Amazon.com, Inc.20 May 2026Shareholder proposal requesting additional reporting on impact of data centers on climate commitments
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the...
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 a report on data privacy
Alphabet Inc.5 Jun 2026Shareholder proposal regarding AI Board oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on impact of U.S. immigration policy
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Alphabet Inc.5 Jun 2026Shareholder proposal regarding an enhanced disclosure on climate goals
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
JPMorgan Chase & Co.19 May 2026Independent board chairman
JPMorgan Chase & Co.19 May 2026Lobbying alignment
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.
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
Bank of America Corporation4 May 2026Shareholder proposal requesting report on board oversight of risks related to animal welfare
Walmart Inc.4 Jun 2026Report on Workplace Health and Safety Governance
Walmart Inc.4 Jun 2026Human rights or human capital/workforce
Walmart Inc.4 Jun 2026Report on Immigration Policy & Enforcement
UnitedHealth Group Incorporated1 Jun 2026If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the...
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
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Energy Supply Ratio.
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Govern by Majority Vote.
Bristol-Myers Squibb Company5 May 2026Require Independent Board Chair
Adobe Inc.15 Apr 2026Stockholder Proposal Regarding Board Matrix.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Disclosure of Energy Supply Ratio
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
Intel Corporation13 May 2026Oversee Independent Review and Report on Human Rights Due Diligence Process

Shares on loan

Calvert Social Investment 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.

Fund series in this filing

3 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
Calvert Balanced Fund64126.4%25.0%58.9%
Calvert Equity Fund59925.8%35.6%51.1%
Calvert Focused Value Fund40430.4%17.2%76.9%

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 Calvert Social Investment Fund vote on executive pay?

In the year to 30 June 2026 Calvert Social Investment Fund reported 119 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 32 were for (26.9%), 87 against and 0 abstentions. Counting one item per company meeting, it voted against management on 80 of the 108 say-on-pay items it marked either way.

How often does Calvert Social Investment Fund vote against management?

27.2% of the time in the year to 30 June 2026: 446 of the 1,642 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 Calvert Social Investment Fund support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 38 votes on proposals from security holders in the year to 30 June 2026 and voted for 13 of them (34.2%). Across every category it voted for 61.4% 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 Calvert Social Investment Fund (filer no. 356682), 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.