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Loomis Sayles Strategic Income Fund (NEFZX) 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)
TickersNEFZX (Class A), NECZX (Class C), NEZYX (Class Y), NEZAX (Admin Class), NEZNX (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, 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.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 13 | 0 | 0% |
| Workers & human rights | 5 | 0 | 0% |
| Corporate governance | 17 | 12 | 70.6% |
| Other social issues | 13 | 4 | 30.8% |
Ballots it voted
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 Strategic Income Fund voted with 23,927 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 Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · open the filing
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 Strategic Income Fund voted with 22,288 shares
“Shareholder Proposal Requesting Additional Reporting on Plastic Packaging”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · 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 Strategic Income Fund voted with 10,278 shares
“Report on Data Operations in Human Rights Hotspots”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · 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 Strategic Income Fund voted with 10,278 shares
“Report on Human Rights Due Diligence”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · 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 Strategic Income Fund voted with 114,156 shares
“Adopt policy to have an independent chair”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · 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 Strategic Income Fund voted with 73,341 shares
“Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · open the filing
Merck & Co., Inc. · 26 May 2026 · put on the ballot by shareholder · Social
Should Merck 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 Strategic Income Fund voted with 32,815 shares
“Shareholder proposal regarding a report on political contributions.”
SourceLoomis Sayles Funds Ii, Form N-PX filed 2026-08-31 · accession 0001438934-26-002595 · series S000006706 · 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.
FOR Loomis Sayles Strategic Income Fund voted with 17,075 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 S000006706 · 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.