Ivy Funds Proxy Statement Filed for Macquarie Global Allocation Fund
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Apr 2, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, shareholder-information
TL;DR
Ivy Funds dropped proxy docs for Macquarie Global Allocation Fund classes A, C, I, R6. Vote your shares!
AI Summary
Ivy Funds filed a DEFA14A proxy statement on April 2, 2025, concerning the Macquarie Global Allocation Fund. This filing details proxy materials for various share classes, including Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX). The company, formerly known as Waddell & Reed Funds Inc., is headquartered in Philadelphia, PA.
Why It Matters
This filing is important for shareholders of the Macquarie Global Allocation Fund as it contains crucial information regarding proxy voting, which can influence fund management and strategic 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 Players & Entities
- Ivy Funds (company) — Registrant
- Macquarie Global Allocation Fund (company) — Fund Name
- Class C (IWGCX) (company) — Share Class
- Institutional Class (IWGIX) (company) — Share Class
- Class R6 (IWGNX) (company) — Share Class
- Class A (IWGAX) (company) — Share Class
- Waddell & Reed Funds Inc. (company) — Former Company Name
- Philadelphia, PA (company) — Business Address City/State
FAQ
What is the purpose of this DEFA14A filing?
The purpose of this DEFA14A filing is to provide shareholders with a proxy statement, which contains important information for voting on matters related to the Macquarie Global Allocation Fund.
What specific fund is being referenced in this filing?
The specific fund referenced in this filing is the Macquarie Global Allocation Fund.
What are the different share classes mentioned for the Macquarie Global Allocation Fund?
The filing mentions Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) share classes for the Macquarie Global Allocation Fund.
When was this filing submitted to the SEC?
This filing was submitted to the SEC on April 2, 2025.
What were some of Ivy Funds' previous names?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 2, 2025 regarding IVY FUNDS.