Ivy Funds Proxy Filing for Macquarie Global Allocation Fund
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 3, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, mutual-fund, shareholder-information
Related Tickers: IWGCX, IWGIX, IWGNX, IWGAX
TL;DR
Ivy Funds filed proxy docs for Macquarie Global Allocation Fund. Vote your shares!
AI Summary
Ivy Funds filed a Definitive Additional Materials proxy statement on July 3, 2025. This filing relates to the Macquarie Global Allocation Fund, which includes 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 of the Macquarie Global Allocation Fund with important information regarding proxy voting, which can impact the fund's management and investment strategy.
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
- 0001137439-25-000879 (dollar_amount) — Accession Number
FAQ
What type of filing is this?
This is a Definitive Additional Materials proxy statement (DEFA14A) filed under the Securities Exchange Act of 1934.
Who is the registrant for this filing?
The registrant is Ivy Funds.
What 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).
When was this filing submitted?
This filing was submitted on July 3, 2025.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 3, 2025 regarding IVY FUNDS.