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Terex 401(k) investment options
These are the funds in the Terex 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 Terex’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity 500 Index Fund listed as “Fidelity 500 Index Fund” | 0 of 123 | 0 of 26 | 0 of 21 | 98.2% |
| John Hancock Disciplined Value Mid Cap Fund listed as “John Hancock Disciplined Value Mid Cap” | 3 of 10 | 0 of 3 | — | 96.1% |
| Fidelity Advisor Balanced Fund listed as “Fidelity Balanced Fund” | 0 of 9 | 0 of 3 | 1 of 2 | 94.4% |
| MFS Value Fund listed as “MFS Value Fund” | 0 of 27 | 0 of 9 | 0 of 3 | 100% |
| Fidelity Advisor Diversified International Fund listed as “Fidelity Diversified International Fund” | 0 of 6 | 0 of 1 | 0 of 1 | 95.8% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 17 | 1 of 5 | 0 of 4 | 92.6% |
| Fidelity International Index Fund listed as “Fidelity International Index Fund” | 0 of 36 | 0 of 2 | 0 of 1 | 89.1% |
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.