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Calvert Balanced Fund (CSIFX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Calvert Social Investment Fund files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Calvert Social Investment Fund on 2026-08-11 · open the filing · vote table (ProxyVotingTable.xml, 1.3 MB)
TickersCSIFX (Class A), CSGCX (Class C), CBAIX (Class I), CBARX · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 22.9% of the time across 35 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 14 | 4 | 28.6% |
| Workers & human rights | 4 | 3 | 75% |
| Pay equity & inclusion | 2 | 1 | 50% |
| Executive pay | 1 | 0 | 0% |
| Corporate governance | 22 | 18 | 81.8% |
| Other social issues | 13 | 7 | 53.8% |
Ballots it voted
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
FOR Calvert Balanced Fund voted with 427,900 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Climate & environment
Should Coca-Cola report on the single-use plastic it puts into the world?
Shareholders asked for a report on how much single-use plastic packaging the company uses, the risks that creates as regulation tightens, and what it plans to do to reduce it.
AGAINST Calvert Balanced Fund voted with 319,540 shares
“Vote on a shareowner proposal requesting a report evaluating the Company's plastics packaging policies”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR Calvert Balanced Fund voted with 151,451 shares
“Report on Data Operations in Human Rights Hotspots”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR Calvert Balanced Fund voted with 151,451 shares
“Report on Human Rights Due Diligence”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
AGAINST Calvert Balanced Fund voted with 319,540 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
Fastenal Company · 23 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Fastenal publish the workforce breakdown it already files with the government?
Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.
FOR Calvert Balanced Fund voted with 145,600 shares
“Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
Palo Alto Networks, Inc. · 9 December 2025 · put on the ballot by shareholder · Executive pay
To consider and vote upon a shareholder proposal
AGAINST Calvert Balanced Fund voted with 58,900 shares
“To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a policy addressing the impact of share repurchases on financial performance metrics.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder
Should a simple majority be enough to pass a measure at Nvidia?
Shareholders asked the company to replace its supermajority voting requirements with a simple majority, so that a measure supported by most shares actually carries.
FOR Calvert Balanced Fund voted with 427,900 shares
“Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting provisions in our charter and bylaws with a simple majority voting standard.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000008717 · open the filing
Every Calvert fund we track, and how each one voted →
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Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →