Optimum Fund Trust Files DEFA14A Proxy Statement
| Field | Detail |
|---|---|
| Company | Optimum Fund Trust |
| Form Type | DEFA14A |
| Filed Date | Aug 11, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 1 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, sec-filing
TL;DR
Optimum Fund Trust dropped its proxy filing (DEFA14A) on Aug 11, 2025. Shareholders, pay attention.
AI Summary
Optimum Fund Trust filed a DEFA14A on August 11, 2025, detailing its proxy statement. The filing pertains to the company's annual meeting and includes information on various Optimum Funds, such as Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund. Specific details regarding proposals, director elections, or executive compensation are not explicitly detailed in this excerpt.
Why It Matters
This filing is crucial for shareholders of Optimum Fund Trust as it contains important information regarding the company's governance and any proposals to be voted on at their upcoming meeting.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not inherently indicate significant financial risk or operational changes.
Key Players & Entities
- Optimum Fund Trust (company) — Filer of the DEFA14A
- Optimum Fixed Income Fund (company) — One of the funds managed by Optimum Fund Trust
- Optimum International Fund (company) — One of the funds managed by Optimum Fund Trust
- Optimum Large Cap Growth Fund (company) — One of the funds managed by Optimum Fund Trust
- Optimum Large Cap Value Fund (company) — One of the funds managed by Optimum Fund Trust
- Optimum Small-Mid Cap Growth Fund (company) — One of the funds managed by Optimum Fund Trust
FAQ
What is the filing date of this DEFA14A for Optimum Fund Trust?
The filing date for this DEFA14A is August 11, 2025.
What is the Central Index Key (CIK) for Optimum Fund Trust?
The CIK for Optimum Fund Trust is 0001227523.
What is the SEC file number for Optimum Fund Trust?
The SEC file number for Optimum Fund Trust is 811-21335.
What is the business address listed for Optimum Fund Trust?
The business address listed 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 (0331).
Filing Stats: 265 words · 1 min read · ~1 pages · Grade level 9 · Accepted 2025-08-11 13:53:48
Filing Documents
- oft08112025defa14a.htm (DEFA14A) — 10KB
- image00001.jpg (GRAPHIC) — 50KB
- image00002.jpg (GRAPHIC) — 44KB
- image00003.jpg (GRAPHIC) — 61KB
- image00004.jpg (GRAPHIC) — 17KB
- 0001137439-25-001012.txt ( ) — 252KB
- S000002420
- C000006443 (OAFIX)
- C000006445 (OCFIX)
- C000006446 (OIFIX)
- S000002421
- C000006447 (OAIEX)
- C000006449 (OCIEX)
- C000006450 (OIIEX)
- S000002422
- C000006451 (OALGX)
- C000006453 (OCLGX)
- C000006454 (OILGX)
- S000002423
- C000006455 (OALVX)
- C000006457 (OCLVX)
- C000006458 (OILVX)
- S000002424
- C000006459 (OASGX)
- C000006461 (OCSGX)
- C000006462 (OISGX)
- S000002425
- C000006463 (OASVX)
- C000006465 (OCSVX)
- C000006466 (OISVX)
From the Filing
14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or Sec. 240.14a-12 Optimum Fund Trust (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1. Title of each class of securities to which transaction applies: 2. Aggregate number of securities to which transaction applies: 3. Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4. Proposed maximum aggregate value of transaction: 5. Total fee paid: [ ] Fee paid previously with preliminary proxy materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1. Amount Previously Paid: 2. Form, Schedule or Registration Statement No.: 3. Filing Party: 4. Date Filed: