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Virtus NFJ Dividend Value Fund (PNEAX) 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
Virtus 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 Virtus Investment Trust on 2026-08-28 · open the filing · vote table (ProxyVotingTable.xml, 9.6 MB)
TickersPNEAX, PNECX (C), NFJEX (Institutional), ANDVX (R6) · 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 84.4% of the time across 45 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 17 | 1 | 5.9% |
| Workers & human rights | 4 | 2 | 50% |
| Pay equity & inclusion | 1 | 0 | 0% |
| Corporate governance | 25 | 16 | 64% |
| Other social issues | 20 | 1 | 5% |
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 Virtus NFJ Dividend Value Fund voted with 159,911 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”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · 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 Virtus NFJ Dividend Value Fund voted with 159,911 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.”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Chevron Corporation · 27 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Chevron 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 Virtus NFJ Dividend Value Fund voted with 56,031 shares
“Commission a Third-Party Report on Human Rights Processes”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · 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 Virtus NFJ Dividend Value Fund voted with 10,622 shares
“Report on Data Operations in Human Rights Hotspots”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Universal Health Services, Inc. · 20 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Universal Health Services disclose more about the people it employs?
Shareholders asked for fuller disclosure of the company’s human capital — the composition of the workforce, turnover, and how the company invests in the people it employs.
AGAINST Virtus NFJ Dividend Value Fund voted with 46,604 shares
“Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting.”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Pfizer Inc. · 23 April 2026 · put on the ballot by shareholder
Should the person who runs Pfizer 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 Virtus NFJ Dividend Value Fund voted with 554,020 shares
“Adopt an Independent Chair Policy”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Stanley Black & Decker, Inc. · 24 April 2026 · put on the ballot by shareholder
Should the person who runs Stanley Black & Decker 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 Virtus NFJ Dividend Value Fund voted with 193,002 shares
“To consider and vote on a shareholder proposal requesting an independent Board Chairman.”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder · Social
Should Bank of America’s board account for how animals are treated in its supply chain?
Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.
AGAINST Virtus NFJ Dividend Value Fund voted with 89,922 shares
“Shareholder proposal requesting report on board oversight of risks related to animal welfare”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007963 · open the filing
Other funds Virtus 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.