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Virtus NFJ Mid-Cap Value Fund (PQNAX) 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)
TickersPQNAX, PQNCX, PRNIX (Institutional), ANPRX (Class 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 95.1% of the time across 61 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 3 | 1 | 33.3% |
| Pay equity & inclusion | 1 | 0 | 0% |
| Corporate governance | 12 | 8 | 66.7% |
| Other social issues | 5 | 0 | 0% |
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 Mid-Cap Value Fund voted with 60,985 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 S000007968 · 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 Mid-Cap Value Fund voted with 60,985 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 S000007968 · 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 Mid-Cap Value Fund voted with 51,854 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 S000007968 · 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 Mid-Cap Value Fund voted with 162,490 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 S000007968 · open the filing
Citizens Financial Group, Inc. · 23 April 2026 · put on the ballot by shareholder
For the adoption of a majority voting standard.
AGAINST Virtus NFJ Mid-Cap Value Fund voted with 115,322 shares
“Shareholder proposal for the adoption of a majority voting standard.”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007968 · open the filing
Airbnb, Inc. · 5 June 2026 · put on the ballot by shareholder · Social
Report on discrimination in charitable support;
AGAINST Virtus NFJ Mid-Cap Value Fund voted with 79,185 shares
“Report on discrimination in charitable support;”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007968 · open the filing
HCA Healthcare, Inc. · 23 April 2026 · put on the ballot by shareholder · Social
AGAINST Virtus NFJ Mid-Cap Value Fund voted with 11,535 shares
“Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences.”
SourceVirtus Investment Trust, Form N-PX filed 2026-08-28 · accession 0000867297-26-000006 · series S000007968 · 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.