Delaware Group, Ivy Funds File DEF 14A for Shareholder Action

Delaware Group Tax Free Fund DEF 14A Filing Summary
Field	Detail
Company	Delaware Group Tax Free Fund
Form Type	DEF 14A
Filed Date	Jul 9, 2025
Risk Level	low
Sentiment	neutral

Sentiment: neutral

Topics: DEF 14A, Proxy Statement, Investment Funds, Regulatory Filing, Delaware Group, Ivy Funds, Shareholder Meeting

TL;DR

This DEF 14A is a routine compliance filing for Delaware Group and Ivy Funds, signaling business as usual for these Philadelphia-based investment vehicles.

AI Summary

This DEF 14A filing, submitted on July 9, 2025, pertains to several Delaware Group and Ivy Funds entities, including DELAWARE GROUP TAX FREE FUND, DELAWARE GROUP ADVISER FUNDS, DELAWARE GROUP STATE TAX-FREE INCOME TRUST, DELAWARE GROUP CASH RESERVE, and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS. The filing is a definitive proxy statement, indicating upcoming shareholder votes or information dissemination, with a Conformed Period of Report of September 10, 2025. While specific revenue and net income figures are not detailed in the provided excerpt, the filing highlights the ongoing corporate governance and regulatory compliance for these investment funds. Key business changes include historical name changes for several entities, such as IVY FUNDS INC becoming IVY FUNDS CENTRAL INDEX KEY 0000883622 in 2003 and DELAWARE GROUP ADVISER FUNDS INC /MD/ becoming DELAWARE GROUP ADVISER FUNDS CENTRAL INDEX KEY 0000910682 in 1996. The strategic outlook for these funds involves maintaining their investment mandates and adhering to SEC regulations, as evidenced by their consistent DEF 14A filings under the 1934 Act. Risks are inherent in the investment fund industry, primarily market fluctuations and regulatory changes, though this filing itself is a compliance document rather than a risk disclosure. The filing confirms the operational continuity and regulatory adherence of these Philadelphia-based funds.

Why It Matters

This DEF 14A filing signals upcoming shareholder engagement for multiple Delaware Group and Ivy Funds, impacting investors through potential proxy votes on fund management, policies, or board elections. For employees, it underscores the ongoing operational and compliance demands within the asset management sector. Customers of these funds should review the full proxy statement for details that could affect their investments, such as fee structures or investment objectives. In a competitive market, transparent and timely regulatory filings like this are crucial for maintaining investor confidence and demonstrating adherence to SEC standards, distinguishing these funds from less compliant competitors.

Risk Assessment

Risk Level: low — The risk level is low because this is a routine DEF 14A filing, which is a definitive proxy statement primarily for informational purposes or to solicit shareholder votes on standard corporate governance matters. It does not indicate any immediate financial distress or significant operational changes, but rather ongoing regulatory compliance for entities like DELAWARE GROUP TAX FREE FUND (SEC FILE NUMBER: 811-06569) and IVY FUNDS (CIK: 0000883622).

Analyst Insight

Investors should review the full DEF 14A filing when it becomes available to understand any proposed changes to fund governance, investment policies, or board composition. Pay close attention to any proxy proposals that could impact fees or investment strategies for funds like DELAWARE GROUP STATE TAX-FREE INCOME TRUST (SEC FILE NUMBER: 811-02715).

Key Numbers

2025-07-09 — Filing Date (Date the DEF 14A was filed with the SEC)
2025-09-10 — Conformed Period of Report (Date to which the proxy statement's information pertains)
811-06569 — SEC File Number (SEC registration number for DELAWARE GROUP TAX FREE FUND)
811-07972 — SEC File Number (SEC registration number for DELAWARE GROUP ADVISER FUNDS)
811-02715 — SEC File Number (SEC registration number for DELAWARE GROUP STATE TAX-FREE INCOME TRUST)
811-02806 — SEC File Number (SEC registration number for DELAWARE GROUP CASH RESERVE)
811-03363 — SEC File Number (SEC registration number for DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS)
0000883622 — CIK (Central Index Key for IVY FUNDS)
0000910682 — CIK (Central Index Key for DELAWARE GROUP ADVISER FUNDS)
100 Independence, 610 Market Street — Business Address (Shared business address for multiple Delaware Group and Ivy Funds in Philadelphia, PA 19106-2354)

Key Players & Entities

DELAWARE GROUP TAX FREE FUND (company) — filer of DEF 14A
IVY FUNDS CENTRAL INDEX KEY (company) — filer of DEF 14A
DELAWARE GROUP ADVISER FUNDS (company) — filer of DEF 14A
DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — filer of DEF 14A
DELAWARE GROUP CASH RESERVE (company) — filer of DEF 14A
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (company) — filer of DEF 14A
SEC (regulator) — regulatory body for DEF 14A filings
Philadelphia (location) — business address for all listed funds
1934 Act (regulatory) — SEC Act under which DEF 14A is filed
0001137439-25-000899 (document_id) — accession number for the filing

FAQ

What is the purpose of the DELAWARE GROUP TAX FREE FUND DEF 14A filing?

The DEF 14A filing for DELAWARE GROUP TAX FREE FUND, filed on July 9, 2025, is a definitive proxy statement. Its purpose is to provide shareholders with information necessary to make informed decisions regarding matters to be voted upon at an upcoming meeting, or to provide information required by the SEC under the 1934 Act.

Which entities are included in this DEF 14A filing from July 9, 2025?

This DEF 14A filing includes several entities: IVY FUNDS CENTRAL INDEX KEY (0000883622), DELAWARE GROUP ADVISER FUNDS (0000910682), DELAWARE GROUP STATE TAX-FREE INCOME TRUST (0000201670), DELAWARE GROUP CASH RESERVE (0000230173), and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (0000357059).

What is the Conformed Period of Report for these Delaware Group and Ivy Funds filings?

The Conformed Period of Report for these DEF 14A filings by Delaware Group and Ivy Funds is September 10, 2025. This date indicates the period to which the information contained within the proxy statement pertains.

Where are the business operations for DELAWARE GROUP TAX FREE FUND located?

The business operations for DELAWARE GROUP TAX FREE FUND, along with several other listed funds, are located at 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354. This address is consistent across multiple entities in the filing.

What is the SEC File Number for DELAWARE GROUP STATE TAX-FREE INCOME TRUST?

The SEC File Number for DELAWARE GROUP STATE TAX-FREE INCOME TRUST is 811-02715. This unique identifier is used by the SEC to track the fund's regulatory filings.

Have any of the listed funds undergone name changes according to this filing?

Yes, several funds have undergone name changes. For example, IVY FUNDS INC changed its name to IVY FUNDS CENTRAL INDEX KEY in 2003, and DELAWARE GROUP ADVISER FUNDS INC /MD/ changed its name to DELAWARE GROUP ADVISER FUNDS in 1996.

What SEC Act governs these DEF 14A filings for Delaware Group funds?

These DEF 14A filings for the Delaware Group funds, including DELAWARE GROUP CASH RESERVE, are governed by the 1934 Act. This act mandates certain disclosures and proxy solicitations for publicly traded companies and registered investment companies.

What is the Central Index Key (CIK) for IVY FUNDS?

The Central Index Key (CIK) for IVY FUNDS is 0000883622. This CIK is a unique identifier used by the SEC to identify filers in its EDGAR system.

What is the fiscal year end for DELAWARE GROUP CASH RESERVE?

The fiscal year end for DELAWARE GROUP CASH RESERVE is March 31. This date marks the close of the fund's financial reporting period.

How does this DEF 14A filing impact investors in DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS?

This DEF 14A filing for DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS indicates that shareholders will receive information regarding upcoming votes or other important matters. Investors should review the full proxy statement to understand any proposed changes to fund governance or policies that could affect their investment.

Industry Context

The investment fund industry, particularly for tax-free income trusts and government funds, operates within a highly regulated environment. Key players like Delaware Group and Ivy Funds focus on managing assets according to specific investment mandates while adhering to SEC regulations. The competitive landscape is driven by fund performance, expense ratios, and the ability to navigate market volatility.

Regulatory Implications

As a DEF 14A filing, this document underscores the funds' commitment to regulatory compliance under the 1934 Act. Investors should be aware that ongoing adherence to SEC rules is paramount for the operational integrity of these funds. Any future changes in regulations could impact fund strategies and performance.

What Investors Should Do

Review the proxy statement for upcoming shareholder votes.
Note the Conformed Period of Report (2025-09-10).
Verify the SEC File Numbers and CIKs for each fund.

Key Dates

2025-07-09: Filing Date — Indicates the official submission of the DEF 14A proxy statement to the SEC.
2025-09-10: Conformed Period of Report — Specifies the date to which the information presented in the proxy statement is relevant, crucial for understanding the reporting period.
2003-06-30: Name Change — IVY FUNDS INC changed its name to IVY FUNDS CENTRAL INDEX KEY 0000883622, reflecting corporate restructuring or rebranding.
1996-12-02: Name Change — DELAWARE GROUP ADVISER FUNDS INC /MD/ changed its name to DELAWARE GROUP ADVISER FUNDS CENTRAL INDEX KEY 0000910682, indicating a corporate evolution.
1998-04-23: Name Change — DELAWARE GROUP STATE TAX FREE INCOME TRUST/PA/ changed its name to DELAWARE GROUP STATE TAX-FREE INCOME TRUST, signifying a formal name adjustment.
2000-05-26: Name Change — DELAWARE GROUP CASH RESERVE /DE/ changed its name to DELAWARE GROUP CASH RESERVE, reflecting a corporate identity update.

Glossary

DEF 14A: A definitive proxy statement filed with the SEC, used to solicit proxies from shareholders for an upcoming meeting or action. (This filing type is essential for shareholder voting and corporate governance disclosures for the listed Delaware Group and Ivy Funds.)
Conformed Period of Report: The specific date up to which the information in the filing is considered current and accurate. (Helps investors understand the timeframe of the data presented in the proxy statement.)
SEC File Number: A unique identification number assigned by the Securities and Exchange Commission to each registered entity. (Essential for tracking and referencing the regulatory filings of each specific fund, such as DELAWARE GROUP TAX FREE FUND (811-06569).)
Central Index Key (CIK): A unique identifier assigned to entities that file disclosure documents with the SEC. (Used to track the filings of specific companies and funds, like IVY FUNDS (0000883622) and DELAWARE GROUP ADVISER FUNDS (0000910682).)
1934 Act: The Securities Exchange Act of 1934, which governs secondary market trading of securities and requires ongoing disclosures from public companies. (Confirms that the funds are operating under the regulatory framework established by this act, ensuring compliance.)

Year-Over-Year Comparison

This filing is a standard DEF 14A, indicating a routine proxy statement submission. Specific comparative financial metrics like revenue growth or margin changes are not detailed within this excerpt, as the focus is on corporate governance and regulatory disclosures rather than a comprehensive financial performance review against a prior period.

Filing Details

This Form DEF 14A (Form DEF 14A) was filed with the SEC on July 9, 2025 regarding DELAWARE GROUP TAX FREE FUND.

View full filing on EDGAR

View Full Filing

View this DEF 14A filing on SEC EDGAR