Ivy Funds Files Proxy Materials for Macquarie Global Allocation Fund

Ivy Funds DEFA14A Filing Summary
FieldDetail
CompanyIvy Funds
Form TypeDEFA14A
Filed DateMay 14, 2025
Risk Levellow
Sentimentneutral

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. Vote your shares!

AI Summary

Ivy Funds filed a DEFA14A on May 14, 2025, as definitive additional materials. This filing pertains to the Macquarie Global Allocation Fund, including its Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) shares. The company's principal executive offices are located at 610 Market Street, Philadelphia, PA.

Why It Matters

This filing provides shareholders with important information regarding proxy voting for the Ivy Funds, specifically concerning the Macquarie Global Allocation Fund, which is crucial for corporate governance and investment decisions.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement and does not involve any immediate financial transactions or significant corporate changes that would inherently increase risk.

Key Players & Entities

  • Ivy Funds (company) — Registrant
  • Macquarie Global Allocation Fund (company) — Fund Name
  • IWGCX (company) — Class C Share Ticker
  • IWGIX (company) — Institutional Class Share Ticker
  • IWGNX (company) — Class R6 Share Ticker
  • IWGAX (company) — Class A Share Ticker
  • 610 Market Street, Philadelphia, PA (company) — Business Address

FAQ

What type of filing is this DEFA14A?

This DEFA14A filing is classified as Definitive Additional Materials.

What is the filing date of this document?

The filing date is May 14, 2025.

Which specific fund is mentioned in this filing?

The filing specifically mentions the Macquarie Global Allocation Fund.

What are the different share classes of the Macquarie Global Allocation Fund listed?

The listed share classes are Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX).

What is the principal business address of Ivy Funds?

The principal business address is 610 Market Street, Philadelphia, PA.

Filing Details

This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 14, 2025 regarding IVY FUNDS.

View full filing on EDGAR

View Full Filing

View this DEFA14A filing on SEC EDGAR

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