Optimum Fund Trust Proxy Filing

Optimum Fund Trust DEFA14A Filing Summary
FieldDetail
CompanyOptimum Fund Trust
Form TypeDEFA14A
Filed DateJul 25, 2025
Risk Levellow
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-filing, shareholder-meeting

TL;DR

Optimum Fund Trust dropped its proxy filing, shareholders vote soon.

AI Summary

Optimum Fund Trust filed a DEFA14A on July 25, 2025, detailing proxy information for its various funds, including Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund. The filing provides information on the company's structure, business address at 610 Market Street, Philadelphia, PA, and its fiscal year end of March 31.

Why It Matters

This filing provides shareholders with crucial information regarding proxy voting for Optimum Fund Trust, impacting their ability to influence fund management and corporate governance.

Risk Assessment

Risk Level: low — This is a routine proxy filing (DEFA14A) and does not indicate any immediate financial distress or significant operational changes.

Key Players & Entities

  • Optimum Fund Trust (company) — Filer of the DEFA14A
  • 610 Market Street, Philadelphia, PA (location) — Business and mailing address
  • Optimum Fixed Income Fund (company) — Fund managed by Optimum Fund Trust
  • Optimum International Fund (company) — Fund managed by Optimum Fund Trust
  • Optimum Large Cap Growth Fund (company) — Fund managed by Optimum Fund Trust
  • Optimum Large Cap Value Fund (company) — Fund managed by Optimum Fund Trust
  • Optimum Small-Mid Cap Growth Fund (company) — Fund managed by Optimum Fund Trust

FAQ

What is the primary purpose of this DEFA14A filing?

The primary purpose of this DEFA14A filing is to provide shareholders with information related to the solicitation of proxies for the annual meeting of shareholders of Optimum Fund Trust.

When was this DEFA14A filing submitted?

This DEFA14A filing was submitted on July 25, 2025.

What is the business address of Optimum Fund Trust?

The business address of Optimum Fund Trust is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

What is the fiscal year end for Optimum Fund Trust?

The fiscal year end for Optimum Fund Trust is March 31.

Which specific funds are listed under Optimum Fund Trust in this filing?

The filing lists Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund, along with their various share classes.

Filing Details

This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 25, 2025 regarding OPTIMUM FUND TRUST.

View full filing on EDGAR

View Full Filing

View this DEFA14A filing on SEC EDGAR

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