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Applied Industrial Technologies 401(k) investment options
These are the funds in the Applied Industrial Technologies plan whose voting records we can trace, taken from the plan's own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Applied Industrial Technologies’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Growth Index Fund listed as “Vanguard Growth Index Institutional Fund” | 0 of 33 | 0 of 9 | 0 of 6 | 97.9% |
| JPMorgan Growth Advantage Fund listed as “JP Morgan Growth Advantage R6 Fund” | 1 of 14 | 1 of 8 | — | 95.5% |
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Institutional Fund” | 0 of 128 | 0 of 26 | 0 of 22 | 98.5% |
| Columbia Large Cap Enhanced Core Fund listed as “Columbia Large Cap Enhanced Core I3 Fund” | 0 of 48 | 0 of 12 | 0 of 8 | 95.6% |
| Vanguard Growth and Income Fund listed as “Vanguard Growth Income Admiral Fund” | 8 of 122 | 9 of 44 | 8 of 48 | 88.6% |
| T. Rowe Price U.S. Equity Research Fund listed as “T. Rowe Price U.S. Equity Research Fund” | 0 of 99 | 0 of 21 | 0 of 17 | 95.5% |
| Bond Fund of America listed as “American Funds Bond Fund of America R6 Fund” | — | — | — | — |
| Vanguard Value Index Fund listed as “Vanguard Value Index Institutional Fund” | 0 of 102 | 0 of 16 | 0 of 18 | 98.9% |
| Vanguard Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value Index Admiral Fund” | 0 of 23 | 0 of 3 | 0 of 7 | 98.7% |
| Vanguard Mid-Cap Index Fund listed as “Vanguard Mid Cap Index Institutional Fund” | 0 of 28 | 0 of 5 | 0 of 8 | 98.5% |
| John Hancock Disciplined Value Mid Cap Fund listed as “John Hancock Disciplined Value Mid Cap R6 Fund” | 3 of 10 | 0 of 3 | — | 96.1% |
| Vanguard Strategic Equity Fund listed as “Vanguard Strategic Equity Inv Fund” | 0 of 10 | 0 of 3 | 0 of 2 | 97.9% |
| MFS Mid Cap Value Fund listed as “MFS Mid Cap Value R6 Fund” | 3 of 8 | — | 0 of 1 | 95.6% |
| MFS Blended Research Mid Cap Equity Fund listed as “MFS Blended Research Mid Cap Equity R6 Fund” | 1 of 3 | 1 of 1 | 1 of 2 | 93.1% |
| Madison Mid Cap Fund listed as “Madison Mid Cap R6 Fund” | — | 0 of 2 | — | 50% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.