Optimum Fund Trust Files Proxy Statement
| Field | Detail |
|---|---|
| Company | Optimum Fund Trust |
| Form Type | DEFA14A |
| Filed Date | Aug 6, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, mutual-fund, sec-filing
TL;DR
Optimum Fund Trust dropped its proxy filing, shareholders vote soon.
AI Summary
Optimum Fund Trust filed a DEFA14A on August 6, 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 outlines the structure and classes (Class A, Class C, Institutional) for these investment vehicles, which are registered under the 1934 Act with SEC file number 811-21335.
Why It Matters
This filing provides shareholders with crucial information regarding the governance and operations of their investments within the Optimum Fund Trust, enabling informed voting decisions.
Risk Assessment
Risk Level: low — This is a routine proxy filing and does not indicate any immediate financial distress or significant operational changes.
Key Numbers
- 20250806 — Filing Date (Date the DEFA14A was filed with the SEC)
- 811-21335 — SEC File Number (SEC registration number for Optimum Fund Trust)
Key Players & Entities
- Optimum Fund Trust (company) — Filer of the DEFA14A
- 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
- 1934 Act (legal_document) — Act under which the filing is made
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing is a Definitive Proxy Statement filed with the SEC, providing shareholders with information they need to vote on matters at a shareholder meeting.
When was this DEFA14A filed by Optimum Fund Trust?
This DEFA14A was filed on August 6, 2025.
What are some of the funds managed by Optimum Fund Trust mentioned in the filing?
The filing mentions Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund.
What is the SEC file number for Optimum Fund Trust?
The SEC file number for Optimum Fund Trust is 811-21335.
Under which act is this filing made?
This filing is made under the 1934 Act.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 6, 2025 regarding OPTIMUM FUND TRUST.