Optimum Fund Trust Files DEFA14A
| Field | Detail |
|---|---|
| Company | Optimum Fund Trust |
| Form Type | DEFA14A |
| Filed Date | Sep 24, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 1 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, fund-filing, governance
TL;DR
Optimum Fund Trust dropped its DEFA14A, detailing fund ops. Check it for investor info.
AI Summary
Optimum Fund Trust filed a DEFA14A on September 24, 2025, detailing its operations and governance. The filing includes information on various Optimum Funds, such as the Optimum Fixed Income Fund, Optimum International Fund, Optimum Large Cap Growth Fund, Optimum Large Cap Value Fund, and Optimum Small-Mid Cap Growth Fund, across different share classes (Class A, Class C, Institutional). The company's principal business address is 610 Market Street, Philadelphia, PA.
Why It Matters
This filing provides crucial information for investors and stakeholders regarding the governance and operational details of the Optimum Fund Trust's various investment funds.
Risk Assessment
Risk Level: low — This filing is a routine disclosure document (DEFA14A) and does not contain information indicating significant financial risk or unusual events.
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
- 0002071844-25-000068 (dollar_amount) — Accession Number for the filing
FAQ
What is the filing type and date?
The filing type is DEFA14A, and it was filed as of date September 24, 2025.
What is the Central Index Key (CIK) for Optimum Fund Trust?
The CIK for Optimum Fund Trust is 0001227523.
What is the principal business address of Optimum Fund Trust?
The principal business address is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What are some of the funds listed under Optimum Fund Trust?
Some of the funds listed include 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 fiscal year end for Optimum Fund Trust?
The fiscal year end for Optimum Fund Trust is March 31 (0331).
Filing Stats: 367 words · 1 min read · ~1 pages · Grade level 8.4 · Accepted 2025-09-24 16:49:03
Filing Documents
- oft09242025defa14a.htm (DEFA14A) — 11KB
- image00001.jpg (GRAPHIC) — 2KB
- image00002.jpg (GRAPHIC) — 114KB
- image00003.jpg (GRAPHIC) — 166KB
- image00004.jpg (GRAPHIC) — 56KB
- 0002071844-25-000068.txt ( ) — 481KB
- 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: Daily Adjournment Answering Machine Message Hello. I am calling regarding your investment with the Optimum Funds. Today is (Today's Date @ Time). The Joint Special Meeting of Shareholders, adjourned to [ ] due to low shareholder participation. As a valued shareholder, we need your help voting on an important matter. Our records show you haven't voted yet. Please contact us as soon as possible at 1-800-755-3105 Monday through Friday from 9:00am to 11:00pm Eastern Time. We will also attempt to contact you later as this is a time sensitive matter. Your vote is very important. Thank you and have a good day.