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Loomis Sayles Global Allocation Fund (LSWWX) 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
Loomis Sayles Funds Ii 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 Loomis Sayles Funds Ii on 2026-08-31 · open the filing · vote table (votetable.xml, 3.3 MB)
TickersLSWWX (Class Y), LGMAX (Class A), LGMCX (Class C), LGMNX (Class N) · 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 56 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 87.5% of the time across 24 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 16 | 0 | 0% |
| Workers & human rights | 2 | 0 | 0% |
| Corporate governance | 17 | 4 | 23.5% |
| Other social issues | 20 | 1 | 5% |
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.
AGAINST Loomis Sayles Global Allocation Fund voted with 834,362 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment
Should Amazon.com report what its data centres do to its climate commitments?
Shareholders asked for a report on the electricity and water its data-centre build-out consumes, and on whether the growth in that demand can be squared with the emissions targets the company has already committed to.
AGAINST Loomis Sayles Global Allocation Fund voted with 426,397 shares
“SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Booking Holdings Inc. · 2 June 2026 · put on the ballot by shareholder · Workforce & human rights
Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements.
AGAINST Loomis Sayles Global Allocation Fund voted with 741,325 shares
“Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Airbnb Inc · 5 June 2026 · put on the ballot by shareholder · Workforce & human rights
To consider four advisory (non-binding) stockholder proposals
AGAINST Loomis Sayles Global Allocation Fund voted with 268,941 shares
“To consider four advisory (non-binding) stockholder proposals, if properly presented at the Annual Meeting: Report on discrimination in charitable support;”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · 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 Loomis Sayles Global Allocation Fund voted with 834,362 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.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder
Should the person who runs Amazon.com 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 Loomis Sayles Global Allocation Fund voted with 426,397 shares
“SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Nvidia Corporation · 24 June 2026 · put on the ballot by shareholder · Social
Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.
AGAINST Loomis Sayles Global Allocation Fund voted with 834,362 shares
“Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Booking Holdings Inc. · 2 June 2026 · put on the ballot by shareholder · Social
Should Booking 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.
AGAINST Loomis Sayles Global Allocation Fund voted with 741,325 shares
“Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006698 · open the filing
Other funds Loomis Sayles Funds Ii 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.