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Loomis Sayles Small Cap Value Fund (LSSCX) 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)
TickersLSSCX (Institutional Class), LSCRX (Retail Class), LSVAX (Admin Class), LSCNX (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. On management's own executive pay resolutions, this fund voted in favour 90.1% of the time across 81 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Corporate governance | 3 | 2 | 66.7% |
| Other social issues | 1 | 1 | 100% |
Ballots it voted
Levi Strauss & Co · 22 April 2026 · put on the ballot by shareholder
AGAINST Loomis Sayles Small Cap Value Fund voted with 132,504 shares
“Shareholder proposal, if properly presented at the meeting, requesting Bylaw Amendment related to Sustainability ROI Report by Audit Committee.”
SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006647 · open the filing
Dana Incorporated · 22 April 2026 · put on the ballot by shareholder
Should the person who runs Dana Incorporated 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 Small Cap Value Fund voted with 115,811 shares
“Shareholder proposal to require an independent Board Chairman.”
SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006647 · open the filing
Marex Group Plc · 21 May 2026 · put on the ballot by shareholder · Social
To authorise the Company to make political donations
FOR Loomis Sayles Small Cap Value Fund voted with 69,177 shares
“To authorise the Company to make political donations”
SourceLoomis Sayles Funds I, Form N-PX filed 2026-08-31 · accession 0001438934-26-002594 · series S000006647 · open the filing
Other funds Loomis Sayles Funds I 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.