Ivy Funds Files Proxy Materials for Macquarie Global Allocation Fund
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | May 21, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, mutual-fund, shareholder-voting
Related Tickers: IWGCX, IWGIX, IWGNX, IWGAX
TL;DR
Ivy Funds dropped proxy docs for Macquarie Global Allocation Fund shares - check your vote!
AI Summary
Ivy Funds filed a Definitive Additional Materials proxy statement on May 21, 2025. This filing relates to the Macquarie Global Allocation Fund, specifically detailing Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) shares. The filing is made under Schedule 14A, indicating it's a proxy statement related to shareholder voting.
Why It Matters
This filing provides shareholders with important information regarding voting matters for the Macquarie Global Allocation Fund, impacting their investment decisions and the fund's governance.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a mutual fund, not indicating any unusual financial distress or significant corporate action.
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
- 100 Independence Street (address) — Business and Mail Address
- Philadelphia, PA 19106-2354 (address) — Business and Mail Address
FAQ
What type of filing is this DEFA14A for Ivy Funds?
This is a Definitive Additional Materials filing under Schedule 14A, serving as a proxy statement.
What specific fund is mentioned in this filing?
The filing specifically mentions the Macquarie Global Allocation Fund.
Which share classes of the Macquarie Global Allocation Fund are detailed?
The filing details Class C (IWGCX), Institutional Class (IWGIX), Class R6 (IWGNX), and Class A (IWGAX) shares.
What is the filing date for this document?
The filing date is May 21, 2025.
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is used to provide shareholders with information necessary to vote on matters presented by the company, such as director elections or other corporate actions.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 21, 2025 regarding IVY FUNDS.