You Own Wall Street › Employer plans › Applied Industrial Technologies
Applied Industrial Technologies 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Morningstar Growth Index Fund is the largest fund in the Applied Industrial Technologies plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the Applied Industrial Technologies retirement 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 Morningstar Growth Index Fund listed as “Vanguard Growth Index Institutional Fund” | 0 of 18 | 0 of 9 | 0 of 3 | 94.2% |
| Harbor Capital Appreciation Fund listed as “Harbor Capital Appreciation Retirement Fund” | 2 of 18 | 1 of 11 | — | 78.1% |
| JPMorgan Growth Advantage Fund listed as “JP Morgan Growth Advantage R6 Fund” | — | — | — | 98.6% |
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Institutional Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Columbia Large Cap Enhanced Core Fund listed as “Columbia Large Cap Enhanced Core I3 Fund” | 0 of 21 | 0 of 14 | 0 of 1 | 98.7% |
| T. Rowe Price U.S. Equity Research Fund listed as “T. Rowe Price U.S. Equity Research Fund” | 2 of 50 | 0 of 18 | 0 of 2 | 96.3% |
| Vanguard Growth and Income Fund listed as “Vanguard Growth & Income Admiral Fund” | 2 of 55 | 0 of 20 | 2 of 7 | 88.7% |
| Vanguard Morningstar Value Index Fund listed as “Vanguard Value Index Institutional Fund” | 0 of 44 | 0 of 12 | 0 of 2 | 98.1% |
| Putnam Large Cap Value Fund listed as “Putnam Large Cap Value R6 Fund” | 1 of 21 | 0 of 5 | 0 of 1 | 96.4% |
| Vanguard Morningstar Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value Index Admiral Fund” | 0 of 12 | 0 of 3 | — | 98.6% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid Cap Index Institutional Fund” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| John Hancock Disciplined Value Mid Cap Fund listed as “John Hancock Disciplined Value Mid Cap R6 Fund” | 1 of 3 | — | — | 91.7% |
| Vanguard Strategic Equity Fund listed as “Vanguard Strategic Equity Inv Fund” | 0 of 7 | 0 of 2 | 0 of 2 | 97.5% |
| MFS Mid Cap Value Fund listed as “MFS Mid Cap Value R6 Fund” | 2 of 7 | 0 of 1 | 1 of 1 | 95.8% |
| MFS Blended Research Mid Cap Equity Fund listed as “MFS Blended Research Mid Cap Equity R6 Fund” | 1 of 3 | 0 of 3 | 1 of 1 | 92.4% |
| Madison Mid Cap Fund listed as “Madison Mid Cap R6 Fund” | — | — | — | 52.2% |
| Fidelity Mid-Cap Stock Fund listed as “Fidelity Mid Cap Stock K Fund” | 3 of 5 | 0 of 1 | — | 96.5% |
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.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.