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Loomis Sayles Institutional High Income Fund (LSHIX) 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 I 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 I on 2026-08-31 · open the filing · vote table (votetable.xml, 2 MB)

TickerLSHIX (Institutional Class) · 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, 2 of its 48 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 84.2% of the time across 38 votes.

IssueProposals facedBackedShare backed
Climate & environment1300%
Workers & human rights500%
Corporate governance171270.6%
Other social issues13430.8%

Ballots it voted

the Procter & Gamble Company · 14 October 2025 · put on the ballot by shareholder · Climate & environment

Should Procter & Gamble 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  Loomis Sayles Institutional High Income Fund voted with 2,286 shares

“Shareholder Proposal Requesting Additional Reporting on Plastic Packaging”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · open the filing

United Parcel Service, Inc. · 7 May 2026 · put on the ballot by shareholder · Climate & environment

To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals.

AGAINST  Loomis Sayles Institutional High Income Fund voted with 745 shares

“To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals.”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · 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.

AGAINST  Loomis Sayles Institutional High Income Fund voted with 1,035 shares

“Report on Data Operations in Human Rights Hotspots”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · 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.

AGAINST  Loomis Sayles Institutional High Income Fund voted with 1,035 shares

“Report on Human Rights Due Diligence”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · open the filing

Comcast Corporation · 10 June 2026 · put on the ballot by shareholder

Should the person who runs Comcast 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  Loomis Sayles Institutional High Income Fund voted with 3,472 shares

“Adopt policy to have an independent chair”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · 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  Loomis Sayles Institutional High Income Fund voted with 2,277 shares

“Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · open the filing

Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Social

European Security Program Censorship Risk Audit

AGAINST  Loomis Sayles Institutional High Income Fund voted with 1,035 shares

“European Security Program Censorship Risk Audit”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · open the filing

Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Social

Should Microsoft account for how it builds and uses AI?

Shareholders asked for a report on the company’s use of artificial intelligence — where its training data comes from and on what terms, how the board oversees the risk, and what the technology is doing to the accuracy of what users see.

AGAINST  Loomis Sayles Institutional High Income Fund voted with 1,035 shares

“Report on Risks of Censorship in Generative Artificial Intelligence”

SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006644 · open the filing

Other funds Loomis Sayles Funds I votes

The same filer reports these alongside this one, in the same annual filing.

Loomis Sayles High Income Opportunities Fund84.2% for exec payLoomis Sayles Small Cap Value Fund90.1% for exec pay

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.

More funds no plan we index offers, and how each voted →