Optimum Fund Trust

Optimum Fund Trust (CIK 1227523) is an SEC-registered fund company with 6 reporting fund series and $8.7B in net assets as of 2026-03-31.

Registrant

Fund series (6)

SeriesNet assets
Optimum Fixed Income Fund$2.7B
Optimum Large Cap Value Fund$1.8B
Optimum Large Cap Growth Fund$1.7B
Optimum International Fund$1.0B
Optimum Small-Mid Cap Growth Fund$758.4M
Optimum Small-Mid Cap Value Fund$724.3M

Largest reported holdings (across all series)

HoldingValue
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$13.8M
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC$13.4M
Comfort Systems USA Inc.$11.5M
Applied Industrial Technologies Inc.$10.4M
CAVA GROUP INC$10.2M
Permian Resources Corp$10.0M
Kirby Corp$9.8M
Modine Manufacturing Co.$9.8M
FORGENT POWER SOLUTIONS INC$9.7M
Akamai Technologies, Inc.$9.5M
DigitalOcean Holdings Inc$8.3M
WisdomTree, Inc.$8.2M
Lattice Semiconductor Corporation$8.0M
JFrog Ltd$8.0M
Academy Sports and Outdoors Inc$8.0M

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