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Virtus Tactical Allocation Fund (NAINX) 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 Equity 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 Equity Trust on 2026-08-28 · open the filing · vote table (ProxyVotingTable.xml, 4.4 MB)

TickersNAINX (Class A), POICX (Class C), VTAIX (Class I), VTARX (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. Counted by this fund’s own filing alone, 1 of its 55 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 91.3% of the time across 69 votes.

IssueProposals facedBackedShare backed
Climate & environment13215.4%
Workers & human rights100%
Executive pay100%
Corporate governance201155%
Other social issues1800%

Ballots it voted

NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment

Should Nvidia 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 Tactical Allocation Fund voted with 87,946 shares

“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment

Should Amazon.com report what its data centres do to its climate commitments?

Shareholders asked for a report on the electricity and water its data-centre build-out consumes, and on whether the growth in that demand can be squared with the emissions targets the company has already committed to.

AGAINST  Virtus Tactical Allocation Fund voted with 49,682 shares

“SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Workforce & human rights

Should Meta Platforms 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 Tactical Allocation Fund voted with 11,792 shares

“A shareholder proposal regarding report on human rights due diligence.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay

Regarding annual vote regarding executive pay.

AGAINST  Virtus Tactical Allocation Fund voted with 11,792 shares

“A shareholder proposal regarding annual vote regarding executive pay.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder

Should a simple majority be enough to pass a measure at Nvidia?

Shareholders asked the company to replace its supermajority voting requirements with a simple majority, so that a measure supported by most shares actually carries.

AGAINST  Virtus Tactical Allocation Fund voted with 87,946 shares

“Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting provisions in our charter and bylaws with a simple majority voting standard.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder

Should the person who runs Amazon.com 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 Tactical Allocation Fund voted with 49,682 shares

“SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Social

Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.

AGAINST  Virtus Tactical Allocation Fund voted with 87,946 shares

“Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

O'Reilly Automotive, Inc. · 14 May 2026 · put on the ballot by shareholder · Social

Should O'Reilly Automotive 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  Virtus Tactical Allocation Fund voted with 65,804 shares

“Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending."”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000021179 · open the filing

Other funds Virtus Equity Trust votes

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

Virtus KAR Capital Growth Fund87.5% for exec payVirtus KAR Equity Income Fund96.3% for exec payVirtus KAR Mid-Cap Core Fund96.3% for exec payVirtus KAR Mid-Cap Growth Fund96.2% for exec payVirtus KAR Small-Mid Cap Core Fund92.6% for exec payVirtus KAR Small-Mid Cap Growth Fund100% for exec payVirtus KAR Small-Mid Cap Value Fund96% for exec payVirtus SGA Global Growth Fund88.9% 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 →