September 21, 2014 11:55 PM ET

Capital Markets

Company Overview of Optimum Fund Trust - Optimum Small-Mid Cap Value Fund

Company Overview

Optimum Fund Trust - Optimum Small-Mid Cap Value Fund is an open ended equity mutual fund launched and managed by Delaware Management Business Trust. The fund is co-managed by Tocqueville Asset Management L.P., The Killen Group, Inc. and Westwood Management Corp. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of small-cap companies within the range of the Russell 2000 Value Index and mid-cap companies within the range of the Russell Midcap Value Index. It employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as value of individu...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 2003

Key Executives for Optimum Fund Trust - Optimum Small-Mid Cap Value Fund

Chief Executive Officer
Age: 46
Chief Financial Officer and Senior Vice President
Age: 51
Chief Legal Officer
Age: 48
Chief Compliance Officer and Vice President
Age: 51
Senior Vice President of Investment Accounting
Compensation as of Fiscal Year 2014.

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To contact Optimum Fund Trust - Optimum Small-Mid Cap Value Fund, please visit www.delawareinvestments.com/optimum-funds/products/optimum-small-mid-cap-value-fund.aspx. Company data is provided by Capital IQ. Please use this form to report any data issues.

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