You Own Wall Street › Funds › ClearBridge Tactical Dividend Income Fund
ClearBridge Tactical Dividend Income Fund (CFLGX) 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
Legg Mason Partners Investment 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 Legg Mason Partners Investment Trust on 2026-08-14 · open the filing · vote table (ProxyVotingTable.xml, 16 MB)
TickersCFLGX (Class A), SMDLX (Class C), LADIX (Class I), LCBDX (Class IS) · 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. Counted by this fund’s own filing alone, 1 of its 77 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 96% of the time across 50 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 19 | 1 | 5.3% |
| Workers & human rights | 6 | 1 | 16.7% |
| Pay equity & inclusion | 1 | 0 | 0% |
| Executive pay | 1 | 1 | 100% |
| Corporate governance | 25 | 15 | 60% |
| Other social issues | 25 | 3 | 12% |
Ballots it voted
NextEra Energy, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should NextEra Energy 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 ClearBridge Tactical Dividend Income Fund voted with 75,198 shares
“A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · open the filing
NextEra Energy, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should NextEra Energy 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.
AGAINST ClearBridge Tactical Dividend Income Fund voted with 75,198 shares
“A proposal entitled "Report on Net Zero Business Performance Risks" requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies.”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · open the filing
Walmart Inc. · 4 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should Walmart explain how its board oversees the safety of the people who work for it?
Shareholders asked for a report on how health and safety is actually governed — who on the board is accountable, what the company measures, how injuries and fatalities are counted, and whether contractors and temporary workers are covered by the same standards as employees.
AGAINST ClearBridge Tactical Dividend Income Fund voted with 44,361 shares
“Report on Workplace Health and Safety Governance”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · 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 ClearBridge Tactical Dividend Income Fund voted with 11,295 shares
“Report on Data Operations in Human Rights Hotspots”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · 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 ClearBridge Tactical Dividend Income Fund voted with 48,797 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR ClearBridge Tactical Dividend Income Fund voted with 7,645 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · 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 ClearBridge Tactical Dividend Income Fund voted with 106,700 shares
“Shareholder proposal requesting independent board chair”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · open the filing
Colgate-Palmolive Company · 8 May 2026 · put on the ballot by shareholder
Should the person who runs Colgate-Palmolive 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.
AGAINST ClearBridge Tactical Dividend Income Fund voted with 60,736 shares
“Stockholder proposal entitled "Independent Board Chairman."”
SourceLegg Mason Partners Investment Trust, Form N-PX filed 2026-08-14 · accession 0001193125-26-351490 · series S000016241 · open the filing
Other funds Legg Mason Partners Investment 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.