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Calvert Focused Value Fund (CRFRX) 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)
TickersCRFRX, CRFAX, CRFCX, CRFIX · 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 18.2% of the time across 22 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 12 | 7 | 58.3% |
| Workers & human rights | 2 | 1 | 50% |
| Corporate governance | 16 | 14 | 87.5% |
| Other social issues | 9 | 8 | 88.9% |
Ballots it voted
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should Wells Fargo disclose what it finances, not just what it emits?
Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.
FOR Calvert Focused Value Fund voted with 4,907 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Report on High-Carbon Financing Litigation Risks.
FOR Calvert Focused Value Fund voted with 4,907 shares
“Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Intel Corporation · 13 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Intel 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 Focused Value Fund voted with 7,449 shares
“Stockholder proposal requesting a report on Intel's human rights due diligence process.”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Intel Corporation · 13 May 2026 · put on the ballot by shareholder · Workforce & human rights
A report on risk of China exposure.
AGAINST Calvert Focused Value Fund voted with 7,449 shares
“Stockholder proposal requesting a report on risk of China exposure.”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder
Should the person who runs Bank of America also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
FOR Calvert Focused Value Fund voted with 9,431 shares
“Shareholder proposal requesting independent board chair”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Bristol-Myers Squibb Company · 5 May 2026 · put on the ballot by shareholder
On the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
FOR Calvert Focused Value Fund voted with 8,841 shares
“Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder · Social
Should Bank of America’s board account for how animals are treated in its supply chain?
Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.
FOR Calvert Focused Value Fund voted with 9,431 shares
“Shareholder proposal requesting report on board oversight of risks related to animal welfare”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Alphabet Inc. · 5 June 2026 · put on the ballot by shareholder · Social
Regarding a report on impact of US. immigration policy
FOR Calvert Focused Value Fund voted with 2,503 shares
“Shareholder proposal regarding a report on impact of U.S. immigration policy”
SourceCalvert Social Investment Fund, Form N-PX filed 2026-08-11 · accession 0001140361-26-032175 · series S000076003 · open the filing
Other funds Calvert Social Investment Fund votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.