| animal welfare | diversity/equal opportunity | environment/sustainability | fair consumer lending | gmo | nuclear | political influence | public health | social justice/human rights | tobacco | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | proposals 2004 | proposals 2005 | |||||||||||||||||||||||||||||||||||||||||||||||||||
| FUNDS | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE | abstain | against | for | abstain | against | for | CHANGE |
| ABN AMRO | 3 | 14 | 1 | 6.7% | 10 | 1 | 10 | 4 | 19.5% | 11 | 1 | 16 | 3 | 7.5% | 1 | 2 | 0.0% | 2 | 7 | 0.0% | 1 | 1 | 0.0% | 31 | 16 | 23 | 7 | -10.7% | 5 | 7 | 2 | 22.2% | 22 | 1 | 21 | 2 | 4.3% | 3 | 1 | 4 | -25.0% | |||||||||||||||||||||||||||||
| AIM | 2 | 2 | 8 | 1 | 0.0% | 6 | 5 | 5 | 4 | 0.0% | 9 | 1 | 1 | 8 | 3 | -9.1% | 1 | 2 | 0.0% | 7 | 4 | 0.0% | 1 | 1 | 0.0% | 28 | 16 | 0.0% | 1 | 3 | 5 | 0.0% | 24 | 1 | 19 | 0.0% | 1 | |||||||||||||||||||||||||||||||||
| ALLIANCE | 3 | 1 | 11 | 0.0% | 9 | 2 | 9 | 2 | 0.0% | 3 | 12 | 4 | 17 | -21.1% | 1 | 2 | 0.0% | 1 | 4 | 6 | 0.0% | 3 | 1 | 0.0% | 35 | 21 | 0.0% | 3 | 1 | 6 | 0.0% | 1 | 22 | 13 | 0.0% | 6 | 4 | 0.0% | ||||||||||||||||||||||||||||||||
| AMERICAN | 3 | 12 | 0.0% | 11 | 5 | 0.0% | 11 | 2 | 10 | -15.4% | 1 | 2 | 0.0% | 3 | 5 | 0.0% | 2 | 2 | 0.0% | 30 | 24 | 0.0% | 5 | 5 | 0.0% | 21 | 1 | 1 | 17 | -4.5% | ||||||||||||||||||||||||||||||||||||||||
| AMERICAN CENTURY | 4 | 18 | 0.0% | 14 | 4 | 20 | -22.2% | 19 | 5 | 25 | -20.8% | 1 | 2 | 0.0% | 10 | 10 | 0.0% | 4 | 3 | 0.0% | 45 | 3 | 37 | -6.3% | 6 | 1 | 10 | -14.3% | 38 | 2 | 33 | 1 | -2.1% | 7 | 4 | 0.0% | ||||||||||||||||||||||||||||||||||
| ARIEL | 3 | 1 | 0.0% | 4 | 2 | 1 | 33.3% | 4 | 1 | 0.0% | 3 | 1 | 0.0% | 1 | 10 | 1 | 0.0% | 2 | 1 | 0.0% | 6 | 2 | 2 | 1 | 8.3% | 1 | ||||||||||||||||||||||||||||||||||||||||||||
| BARCLAYS GLOBAL INVESTORS | 4 | 16 | 0.0% | 16 | 13 | 0.0% | 45 | 1 | 32 | -2.2% | 1 | 2 | 1 | 0.0% | 46 | 32 | 0.0% | 4 | 7 | 0.0% | 39 | 1 | 33 | 1 | 0.4% | 10 | 9 | 0.0% | ||||||||||||||||||||||||||||||||||||||||||
| BLACKROCK | 3 | 15 | 0.0% | 12 | 13 | 1 | 7.1% | 12 | 1 | 18 | -7.7% | 1 | 2 | 0.0% | 4 | 5 | 0.0% | 1 | 2 | 0.0% | 31 | 23 | 0.0% | 3 | 6 | 0.0% | 18 | 1 | 26 | -5.3% | 4 | 6 | 0.0% | |||||||||||||||||||||||||||||||||||||
| BRIDGEWAY | 1 | 1 | 1 | 2 | 7 | 44.4% | 3 | 8 | 1 | 7 | 14.8% | 1 | 10 | 1 | 12 | 1.4% | 2 | 1 | 2 | 1 | 2 | 3 | 1 | -8.3% | 1 | 2 | 10 | 12 | 1 | 2 | 20 | 37.0% | 3 | 3 | 4 | -50.0% | 8 | 11 | 2 | 8 | 10 | -7.9% | 1 | |||||||||||||||||||||||||||
| CALVERT | 1 | 4 | 1 | 20.0% | 1 | 9 | 2 | 10 | -6.7% | 9 | 3 | 0.0% | 1 | 1 | 1 | -50.0% | 4 | 4 | 0.0% | 9 | 17 | 4 | 10 | 6.0% | 1 | 1 | 1 | 3 | 25.0% | 11 | 11 | 0.0% | 3 | |||||||||||||||||||||||||||||||||||||
| CATHOLIC FUNDS | 2 | 16 | 0.0% | 2 | 13 | 2 | 15 | 1.6% | 16 | 5 | 18 | 1 | -18.5% | 1 | 2 | -100.0% | 8 | 8 | 0.0% | 4 | 3 | 0.0% | 13 | 4 | 25 | 21 | 9 | -29.5% | 3 | 2 | 5 | 1 | -23.3% | 7 | 2 | 27 | 7 | 25 | 3.1% | 6 | 6 | 0.0% | ||||||||||||||||||||||||||||
| CITIZENS | 2 | 7 | 0.0% | 1 | 1 | 2 | 6 | -33.3% | 1 | 8 | 5 | 11.1% | 2 | 4 | 6 | 0.0% | 6 | 17 | 2 | 15 | 14.3% | 2 | 3 | 3 | 3 | -10.0% | 20 | 16 | 0.0% | 2 | ||||||||||||||||||||||||||||||||||||||||
| CREDIT SUISSE | 4 | 7 | 0.0% | 6 | 3 | 8 | 2 | -13.3% | 3 | 4 | 6 | 2 | -32.1% | 2 | 3 | 5 | 0.0% | 2 | 1 | 0.0% | 26 | 10 | 0.0% | 5 | 1 | 2 | 1 | 16.7% | 17 | 1 | 11 | 2 | 9.8% | 3 | 2 | 0.0% | ||||||||||||||||||||||||||||||||||
| DODGE & COX | 2 | 4 | 0.0% | 6 | 3 | 0.0% | 1 | 1 | 13 | 7 | 0.0% | 6 | 4 | 0.0% | 7 | 2 | 0.0% | 2 | 2 | 0.0% | ||||||||||||||||||||||||||||||||||||||||||||||||||
| DOMINI | 3 | 3 | 1 | 5 | 7 | 16.7% | 6 | 4 | 0.0% | 1 | 2 | 0.0% | 5 | 6 | 0.0% | 4 | 16 | 3 | 10 | -3.1% | 3 | 2 | 100.0% | 1 | 17 | 15 | 5.6% | 2 | ||||||||||||||||||||||||||||||||||||||||||
| DREYFUS | 1 | 3 | 0.0% | 1 | 2 | 2 | 1 | -33.3% | 2 | 1 | 1 | 9 | 7 | 0.0% | 1 | 2 | 0.0% | 7 | 1 | 4 | -12.5% | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
| ENTERPRISE | 4 | 17 | 0.0% | 13 | 2 | 16 | 2 | -2.2% | 21 | 10 | 19 | 3 | -18.6% | 1 | 2 | 0.0% | 8 | 1 | 8 | -11.1% | 3 | 3 | 0.0% | 50 | 14 | 32 | -21.9% | 10 | 2 | 9 | -16.7% | 39 | 6 | 31 | 1 | -10.2% | 7 | 1 | 7 | -12.5% | ||||||||||||||||||||||||||||||
| FEDERATED | 5 | 18 | 0.0% | 3 | 6 | 0.0% | 33 | 33 | 0.0% | 2 | 10 | 10 | 0.0% | 4 | 3 | 0.0% | 50 | 34 | 0.0% | 4 | 7 | 0.0% | 49 | 35 | 0.0% | 11 | 10 | 0.0% | ||||||||||||||||||||||||||||||||||||||||||
| FIDELITY | 3 | 10 | 0.0% | 13 | 7 | 0.0% | 12 | 1 | 12 | -7.7% | 1 | 2 | 0.0% | 6 | 5 | 0.0% | 2 | 2 | 0.0% | 28 | 21 | 0.0% | 5 | 1 | 5 | -16.7% | 1 | 22 | 1 | 19 | -4.2% | |||||||||||||||||||||||||||||||||||||||
| FRANKLIN | 1 | 1 | 2 | 2 | 0.0% | 3 | 3 | 3 | 0.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| GARTMORE | 4 | 17 | 0.0% | 10 | 6 | 12 | 11 | 10.3% | 18 | 5 | 19 | 7 | 5.2% | 1 | 2 | 0.0% | 8 | 10 | 0.0% | 3 | 3 | 0.0% | 44 | 32 | 0.0% | 7 | 6 | 4 | 40.0% | 37 | 1 | 30 | 4 | 9.1% | 5 | 1 | 6 | -16.7% | ||||||||||||||||||||||||||||||||
| GOLDMAN SACHS | 4 | 14 | 0.0% | 6 | 3 | 6 | 5 | 12.1% | 12 | 5 | 13 | 4 | -5.9% | 1 | 2 | 0.0% | 7 | 5 | 0.0% | 3 | 3 | 0.0% | 35 | 29 | 0.0% | 5 | 2 | 5 | 4 | 15.9% | 23 | 2 | 16 | 3 | 7.8% | 6 | 1 | 6 | -14.3% | |||||||||||||||||||||||||||||||
| INCOME FUND OF AMERICA | 2 | 8 | 0.0% | 7 | 2 | 0.0% | 12 | 12 | 0.0% | 1 | 2 | 0.0% | 2 | 2 | 0.0% | 2 | 3 | 0.0% | 21 | 14 | 0.0% | 3 | 3 | 5 | -50.0% | 8 | 1 | 6 | 0.0% | 2 | ||||||||||||||||||||||||||||||||||||||||
| INTEGRITY | 2 | 4 | 0.0% | 4 | 2 | 3 | -33.3% | 3 | 3 | 1 | 1 | 0.0% | 2 | 1 | 1 | 0.0% | 1 | 1 | 0.0% | 18 | 9 | 0.0% | 1 | 2 | 2 | 50.0% | 7 | 4 | 0.0% | 3 | ||||||||||||||||||||||||||||||||||||||||
| INVESTMENT CO OF AMERICA | 3 | 10 | 0.0% | 11 | 1 | 0.0% | 12 | 1 | 9 | -7.7% | 1 | 2 | 0.0% | 1 | 3 | 0.0% | 2 | 2 | 0.0% | 23 | 1 | 19 | -4.2% | 5 | 3 | 5 | -37.5% | 18 | 1 | 16 | -5.3% | 2 | ||||||||||||||||||||||||||||||||||||||
| JANUS | 4 | 11 | 12 | 0.0% | 2 | 13 | 2 | 11 | 10 | 6 | 10.5% | 2 | 21 | 7 | 17 | 11 | 6 | -5.7% | 1 | 2 | 2 | 0.0% | 1 | 6 | 3 | 4 | 6 | -30.0% | 3 | 1 | 2 | 0.0% | 5 | 40 | 1 | 18 | 26 | -2.2% | 8 | 8 | 5 | 4 | 23.5% | 4 | 30 | 5 | 14 | 19 | 5 | 0.3% | 5 | 2 | 6 | 0.0% | ||||||||||||||||
| JP MORGAN | 2 | 7 | 0.0% | 5 | 3 | 5 | 3 | 0.0% | 4 | 3 | 7 | 4 | -6.5% | 1 | 2 | 0.0% | 3 | 2 | 0.0% | 1 | 23 | 15 | 0.0% | 2 | 5 | 1 | 16.7% | 12 | 9 | 0.0% | 4 | |||||||||||||||||||||||||||||||||||||||
| LEGG MASON | 3 | 7 | 1 | 12.5% | 5 | 1 | 7 | 3 | 13.3% | 8 | 3 | 9 | 2 | -9.1% | 3 | 2 | 0.0% | 1 | 1 | 0.0% | 22 | 15 | 0.0% | 3 | 6 | 0.0% | 19 | 13 | 0.0% | 3 | 2 | 0.0% | ||||||||||||||||||||||||||||||||||||||
| LIBERTY | 3 | 8 | 0.0% | 8 | 1 | 1 | 4 | 4 | 33.3% | 3 | 2 | 1 | 3 | 4 | 10.0% | 1 | 3 | 1 | 0.0% | 2 | 1 | 0.0% | 19 | 1 | 17 | 0.0% | 3 | 4 | 4 | 50.0% | 14 | 7 | 8 | 1 | 6.3% | 5 | 1 | 4 | -16.7% | |||||||||||||||||||||||||||||||
| MERRILL LYNCH | 3 | 13 | 0.0% | 3 | 8 | 2 | 8 | 7.3% | 14 | 3 | 13 | 2 | -4.3% | 1 | 2 | 0.0% | 6 | 4 | 0.0% | 1 | 1 | 0.0% | 33 | 28 | 0.0% | 6 | 4 | 4 | 50.0% | 22 | 25 | 2 | 7.4% | 5 | 2 | 0.0% | ||||||||||||||||||||||||||||||||||
| MORGAN STANLEY | 4 | 18 | 3 | 14.3% | 18 | 10 | 20 | 6 | -12.6% | 27 | 8 | 29 | 6 | -5.7% | 1 | 1 | 2 | 1 | -16.7% | 11 | 4 | 10 | 5 | 6.7% | 4 | 3 | 0.0% | 1 | 50 | 15 | 37 | 11 | 0.2% | 7 | 1 | 10 | 2 | 4.2% | 43 | 16 | 37 | 15 | 1.7% | 8 | 2 | 8 | -20.0% | |||||||||||||||||||||||
| OPPENHEIMER | 4 | 12 | 3 | 0.0% | 7 | 3 | 1 | 9 | 7 | -9.1% | 14 | 3 | 1 | 13 | 6 | -5.6% | 1 | 2 | 0.0% | 8 | 1 | 6 | 1 | 0.0% | 2 | 2 | 1 | 0.0% | 30 | 8 | 27 | 5 | 0.0% | 6 | 1 | 9 | 0.0% | 20 | 6 | 2 | 25 | 3 | -7.1% | 6 | 6 | 0.0% | ||||||||||||||||||||||||
| PARNASSUS | 1 | 1 | 1 | 0.0% | 1 | 2 | 0.0% | 1 | 1 | 2 | 0.0% | 10 | 1 | 2 | 4 | -9.1% | 1 | 2 | 1 | -66.7% | 3 | 1 | 0.0% | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
| PAX | 2 | 1 | 2 | 1 | 0.0% | 1 | 1 | 1 | 2 | 2 | 2 | 3 | 20.0% | 1 | 1 | 3 | 0.0% | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| PUTNAM | 3 | 11 | 0.0% | 9 | 3 | 0.0% | 8 | 1 | 16 | -11.1% | 1 | 1 | 0.0% | 2 | 2 | 0.0% | 3 | 2 | 0.0% | 34 | 20 | 0.0% | 4 | 7 | 0.0% | 23 | 1 | 15 | -4.2% | 5 | 3 | 0.0% | ||||||||||||||||||||||||||||||||||||||
| SAFECO | 3 | 1 | 0.0% | 7 | 4 | 1 | -36.4% | 4 | 5 | 1 | 4 | 1 | 0.0% | 1 | 31 | 1 | 1 | 0.0% | 4 | 13 | 2 | 1 | 1 | -13.3% | 4 | |||||||||||||||||||||||||||||||||||||||||||||
| SALOMON BROTHERS | 3 | 13 | 0.0% | 7 | 2 | 11 | 2 | -6.8% | 8 | 1 | 13 | 3 | 7.6% | 1 | 2 | 0.0% | 8 | 4 | 0.0% | 2 | 2 | 0.0% | 35 | 23 | 0.0% | 4 | 9 | 0.0% | 24 | 2 | 20 | 1 | -2.9% | 5 | 4 | 0.0% | ||||||||||||||||||||||||||||||||||
| SCUDDER | 4 | 16 | 0.0% | 15 | 14 | 1 | 6.7% | 21 | 1 | 21 | -4.5% | 1 | 2 | 0.0% | 8 | 7 | 0.0% | 3 | 3 | 0.0% | 38 | 1 | 32 | -2.6% | 8 | 3 | 6 | -27.3% | 34 | 1 | 30 | -2.9% | 1 | 9 | 0.0% | |||||||||||||||||||||||||||||||||||
| SMITH BARNEY | 1 | 4 | 5 | 18 | 0.0% | 12 | 5 | 1 | 15 | 3 | -13.6% | 20 | 4 | 17 | 5 | 6.1% | 1 | 2 | 1 | 33.3% | 1 | 14 | 9 | 0.0% | 4 | 3 | 0.0% | 46 | 33 | 0.0% | 10 | 1 | 2 | 10 | 5 | 20.3% | 2 | 47 | 7 | 31 | 11 | 13.7% | 7 | 6 | 0.0% | |||||||||||||||||||||||||
| STATE STREET | 4 | 17 | 1 | 5.6% | 13 | 2 | 16 | 2 | -2.2% | 21 | 4 | 20 | -16.0% | 1 | 2 | 0.0% | 11 | 8 | 0.0% | 4 | 3 | 0.0% | 44 | 29 | 0.0% | 7 | 1 | 9 | -12.5% | 36 | 2 | 27 | 1 | -1.7% | 6 | 6 | 0.0% | |||||||||||||||||||||||||||||||||
| STRONG | 2 | 2 | 0.0% | 2 | 3 | 2 | 0.0% | 3 | 1 | 11 | 4 | 1 | 20.0% | 1 | 2 | 4 | 0.0% | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| T ROWE | 3 | 13 | 0.0% | 9 | 2 | 7 | 4 | 18.2% | 10 | 1 | 11 | -9.1% | 1 | 2 | 0.0% | 5 | 5 | 0.0% | 2 | 1 | 0.0% | 29 | 20 | 0.0% | 5 | 8 | 0.0% | 19 | 1 | 13 | -5.0% | 4 | 2 | 0.0% | ||||||||||||||||||||||||||||||||||||
| TIAA-CREF | 3 | 1 | 2 | 11 | 1 | -17.9% | 2 | 10 | 7 | 2 | 2 | 8 | 29.8% | 10 | 2 | 12 | 10 | 3 | 12 | -2.0% | 1 | 2 | 1 | 33.3% | 10 | 10 | 0.0% | 1 | 3 | 3 | 0.0% | 42 | 32 | 0.0% | 5 | 1 | 5 | 1 | 0.0% | 19 | 12 | 8 | 18 | 7 | 4 | -6.7% | 1 | 1 | 2 | 1 | 1 | 4 | 16.7% | |||||||||||||||||
| VANGUARD | 4 | 14 | 0.0% | 8 | 11 | 10 | 3 | 0.0% | 27 | 1 | 23 | -3.6% | 1 | 2 | 1 | 0.0% | 8 | 1 | 10 | 0.0% | 3 | 3 | 0.0% | 41 | 1 | 32 | 0.0% | 6 | 2 | 4 | 6 | -33.3% | 40 | 1 | 29 | 1 | -2.4% | 3 | 6 | 0.0% | ||||||||||||||||||||||||||||||
| Total | 14 | 110 | 4 | 79 | 375 | 25 | 2.1% | 25 | 310 | 111 | 40 | 276 | 126 | 3.6% | 79 | 414 | 143 | 91 | 430 | 90 | -7.8% | 2 | 25 | 7 | 8 | 57 | 10 | -7.3% | 35 | 170 | 23 | 35 | 161 | 22 | 0.0% | 10 | 71 | 9 | 59 | 1 | 1.4% | 94 | 1126 | 141 | 103 | 747 | 87 | -1.1% | 16 | 172 | 35 | 38 | 193 | 44 | 0.3% | 118 | 771 | 159 | 124 | 593 | 136 | 0.8% | 17 | 136 | 20 | 25 | 113 | 4 | -8.7% | |
| average | 2.09% | 0.23% | -5.03% | -3.45% | -1.16% | 0.00% | 0.18% | 1.91% | -0.46% | -3.40% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| sri average | 4.00% | 1.93% | -1.24% | -37.50% | 0.00% | 0.00% | -0.19% | 4.17% | 2.43% | 0.00% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| mainstream average | 1.83% | 0.04% | -5.60% | 1.64% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||