Ivy Funds Files Proxy Materials for Macquarie Global Allocation Fund
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | May 1, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, mutual-fund, shareholder-materials
Related Tickers: IWGCX, IWGIX, IWGNX, IWGAX
TL;DR
Ivy Funds dropped proxy docs for Macquarie Global Allocation Fund shares. Vote wisely.
AI Summary
Ivy Funds filed a Definitive Additional Materials proxy statement on May 1, 2025. This filing relates to the Macquarie Global Allocation Fund, specifically its Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) shares. The filing is made under the Securities Exchange Act of 1934.
Why It Matters
This filing provides shareholders with important information regarding the Macquarie Global Allocation Fund, allowing them to make informed decisions about their investments and exercise their voting rights.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a mutual fund, not indicating any unusual financial distress or significant operational changes.
Key Players & Entities
- Ivy Funds (company) — Registrant
- Macquarie Global Allocation Fund (company) — Fund Name
- IWGCX (company) — Share Class Ticker
- IWGIX (company) — Share Class Ticker
- IWGNX (company) — Share Class Ticker
- IWGAX (company) — Share Class Ticker
FAQ
What type of filing is this?
This is a Definitive Additional Materials filing under Schedule 14A, a proxy statement pursuant to Section 14(a) of the Securities Exchange Act of 1934.
Who is the registrant for this filing?
The registrant is Ivy Funds.
What specific fund is mentioned in the filing?
The filing specifically mentions the Macquarie Global Allocation Fund.
What share classes of the Macquarie Global Allocation Fund are listed?
The share classes listed are Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX).
When was this filing submitted?
This filing was submitted on May 1, 2025.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 1, 2025 regarding IVY FUNDS.