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Carillon Chartwell Mid Cap Value Fund (BERCX) 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
Carillon Series Trust 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 Carillon Series Trust on 2026-08-13 · open the filing · vote table (BRD017_0000897111_2026.xml, 11 MB)
TickersBERCX (Class I), BERDX (Class R-6), BERAX (Class A), BERBX (Class C) · 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 95.5% of the time across 44 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 1 | 0 | 0% |
| Corporate governance | 9 | 7 | 77.8% |
| Other social issues | 2 | 1 | 50% |
Ballots it voted
Tyson Foods, Inc. · 5 February 2026 · put on the ballot by shareholder · Climate & environment
Regarding report on environmental and human health impacts from waste lagoons.
AGAINST Carillon Chartwell Mid Cap Value Fund voted with 6,810 shares
“Shareholder proposal regarding report on environmental and human health impacts from waste lagoons.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000075960 · open the filing
Cms Energy Corporation · 8 May 2026 · put on the ballot by shareholder
Should Cms Energy’s shareholders be able to act without waiting for a meeting?
Shareholders asked for the right to act by written consent — to approve a measure once holders of enough shares agree in writing, instead of waiting for the company to schedule a meeting.
FOR Carillon Chartwell Mid Cap Value Fund voted with 5,956 shares
“Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000075960 · open the filing
On Semiconductor Corporation · 14 May 2026 · put on the ballot by shareholder
Should a simple majority be enough to pass a measure at On Semiconductor?
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 Carillon Chartwell Mid Cap Value Fund voted with 5,954 shares
“To vote on a stockholder proposal regarding simple majority voting, if properly presented at the annual meeting.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000075960 · open the filing
Knight-Swift Transportation Holdings Inc · 12 May 2026 · put on the ballot by shareholder · Social
Should Knight-Swift Transportation Holdings disclose the politics its money pays for?
Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.
FOR Carillon Chartwell Mid Cap Value Fund voted with 7,887 shares
“Vote on a stockholder proposal regarding transparency in political spending.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000075960 · open the filing
Tyson Foods, Inc. · 5 February 2026 · put on the ballot by shareholder · Social
Regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations.
AGAINST Carillon Chartwell Mid Cap Value Fund voted with 6,810 shares
“Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000075960 · open the filing
Other funds Carillon Series Trust 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.