Delaware Group, Ivy Funds Detail Corporate Structure in DEF 14A

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

Sentiment: neutral

Topics: DEF 14A, Fund Administration, Corporate Structure, SEC Filing, Investment Funds, Delaware Group, Ivy Funds

TL;DR

**This DEF 14A is a routine administrative update, confirming corporate identities and historical name changes for several funds, offering no immediate trading catalysts.**

AI Summary

This DEF 14A filing, submitted on July 9, 2025, primarily details administrative information for several Delaware Group and Ivy Funds entities, including Delaware Group Adviser Funds, Delaware Group State Tax-Free Income Trust, Delaware Group Cash Reserve, and Delaware Group Limited-Term Government Funds. The filing indicates a conforming period of report ending September 10, 2025. Key business changes include historical name changes for Ivy Funds, formerly W&R Funds Inc. and Waddell & Reed Funds Inc., with the latest change on June 30, 2003. Delaware Group Adviser Funds also underwent name changes, with the most recent on December 2, 1996. The filing does not contain specific revenue or net income figures, focusing instead on corporate structure and historical identity. Risks are not explicitly detailed but are implicitly tied to the general operational and regulatory environment of investment funds. The strategic outlook for these funds involves continued adherence to SEC regulations and maintaining their established fund structures.

Why It Matters

This filing provides crucial transparency into the corporate identities and historical evolution of several investment funds under the Delaware Group and Ivy Funds umbrellas. For investors, understanding the lineage of these funds, including past name changes, is vital for due diligence and tracking long-term performance and management stability. Employees and customers benefit from clear corporate identification, ensuring they are dealing with a well-defined entity. In a competitive market, such administrative filings underscore regulatory compliance and operational consistency, which can be a differentiator for fund managers.

Risk Assessment

Risk Level: low — The risk level is low because this DEF 14A filing is purely administrative, detailing corporate names, addresses, and historical name changes for various funds. It does not disclose any financial performance issues, operational challenges, or significant strategic shifts that would introduce new risks. The filing simply confirms existing structural information for entities like Delaware Group Adviser Funds (CIK: 0000910682) and Ivy Funds (CIK: 0000883622).

Analyst Insight

Investors should view this filing as a routine compliance update, not a signal for immediate action. It reinforces the stable, administrative nature of these funds. Continue to monitor their specific fund performance and broader market conditions, as this filing offers no new financial data.

Key Numbers

811-06569 — SEC File Number (For IVY FUNDS, indicating regulatory registration)
811-07972 — SEC File Number (For DELAWARE GROUP ADVISER FUNDS, indicating regulatory registration)
811-02715 — SEC File Number (For DELAWARE GROUP STATE TAX-FREE INCOME TRUST, indicating regulatory registration)
811-02806 — SEC File Number (For DELAWARE GROUP CASH RESERVE, indicating regulatory registration)
811-03363 — SEC File Number (For DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS, indicating regulatory registration)
1-800-523-1918 — Business Phone (Contact number for multiple Delaware Group entities)
2003-06-30 — Date of Name Change (Latest name change for IVY FUNDS from W&R FUNDS INC)
1996-12-02 — Date of Name Change (Latest name change for DELAWARE GROUP ADVISER FUNDS from DELAWARE GROUP ADVISER FUNDS INC /MD/)

Key Players & Entities

IVY FUNDS (company) — Filer, formerly W&R Funds Inc.
DELAWARE GROUP ADVISER FUNDS (company) — Filer, formerly Lincoln Advisor Funds Inc.
DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer, formerly DMC Tax Free Income Trust PA
DELAWARE GROUP CASH RESERVE (company) — Filer, formerly Delaware Group Cash Reserve Inc
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (company) — Filer
SEC (regulator) — Regulates DEF 14A filings
100 INDEPENDENCE, 610 MARKET STREET, PHILADELPHIA, PA 19106-2354 (address) — Business address for multiple filers
2025-07-09 (date) — Filing date of the DEF 14A
2025-09-10 (date) — Conformed period of report end date
0001137439-25-000899 (identifier) — Accession Number for the filing

FAQ

What is the purpose of the VOYAGEUR TAX FREE FUNDS DEF 14A filing?

The DEF 14A filing for VOYAGEUR TAX FREE FUNDS, filed on July 9, 2025, serves to provide administrative details, including corporate names, business addresses, and historical name changes for several associated funds like Ivy Funds and Delaware Group Adviser Funds, ensuring regulatory transparency.

Which entities are covered in this DEF 14A filing?

This DEF 14A filing covers multiple entities including IVY FUNDS (CIK: 0000883622), DELAWARE GROUP ADVISER FUNDS (CIK: 0000910682), DELAWARE GROUP STATE TAX-FREE INCOME TRUST (CIK: 0000201670), DELAWARE GROUP CASH RESERVE (CIK: 0000230173), and DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS (CIK: 0000357059).

Are there any significant financial disclosures in this VOYAGEUR TAX FREE FUNDS DEF 14A?

No, this DEF 14A filing does not contain significant financial disclosures such as revenue or net income figures. It is primarily an administrative document focused on corporate structure, historical name changes, and contact information for the listed funds.

What were the previous names of IVY FUNDS according to the filing?

According to the filing, IVY FUNDS was formerly known as W&R FUNDS INC, with a name change on August 29, 2000, and prior to that, WADDELL & REED FUNDS INC, with a name change on July 17, 1992.

Where are the business operations for these Delaware Group funds located?

The business operations for the listed Delaware Group funds, including Delaware Group Adviser Funds and Delaware Group Cash Reserve, are located at 100 Independence, 610 Market Street, Philadelphia, PA 19106-2354.

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

The fiscal year end for DELAWARE GROUP CASH RESERVE (CIK: 0000230173) is March 31, as stated in the DEF 14A filing.

Does this filing indicate any new risks for investors in VOYAGEUR TAX FREE FUNDS?

This DEF 14A filing does not introduce any new or specific risks for investors. It is a routine administrative update that confirms existing corporate structures and historical data, rather than disclosing new operational or financial risks.

What is the conformed period of report for this DEF 14A filing?

The conformed period of report for this DEF 14A filing is September 10, 2025, as indicated in the document's header information.

How can investors use the information from this VOYAGEUR TAX FREE FUNDS filing?

Investors can use this information for due diligence to verify the current and historical corporate identities of the funds. It helps confirm regulatory compliance and provides official contact details, but it does not offer insights into investment performance or strategic changes.

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

The Central Index Key (CIK) for IVY FUNDS, as listed in the DEF 14A filing, is 0000883622.

Industry Context

The filing pertains to several investment funds, including Ivy Funds and various Delaware Group entities. This sector is characterized by intense competition, regulatory oversight from bodies like the SEC, and a constant need to adapt to market conditions and investor demands for diverse investment strategies. The focus on tax-free income and government funds suggests specific market niches within the broader asset management industry.

Regulatory Implications

As a DEF 14A filing, this document is subject to SEC regulations, requiring accurate and timely disclosure of corporate actions and governance. The multiple SEC file numbers highlight the regulatory registration of each fund entity. Adherence to these regulations is paramount to maintaining investor trust and operational legitimacy.

What Investors Should Do

Review the specific fund names and their associated SEC file numbers to confirm which entities are covered by this filing.
Note the historical name changes for Ivy Funds and Delaware Group entities to understand corporate evolution and potential past restructuring.
Acknowledge that this filing focuses on administrative and structural details rather than performance metrics, meaning financial performance should be sought from other filings (e.g., semi-annual or annual reports).

Key Dates

2003-06-30: Ivy Funds's latest name change from W&R Funds Inc. — Indicates a significant rebranding or restructuring event for one of the key entities under the filing.
1996-12-02: Delaware Group Adviser Funds's latest name change from Delaware Group Adviser Funds Inc /MD/. — Marks a corporate identity change for a fund adviser, potentially reflecting internal reorganizations or strategic shifts.
1998-04-23: Delaware Group State Tax-Free Income Trust's name change from Delaware Group State Tax Free Income Trust/PA/. — Shows a modification in the fund's name, possibly to clarify its investment focus or geographic scope.
2000-05-26: Delaware Group Cash Reserve's name change from Delaware Group Cash Reserve /DE/. — Reflects an adjustment in the fund's naming convention, potentially for standardization or regulatory reasons.
1992-07-03: Delaware Group Cash Reserve's name change from Delaware Group Cash Reserve Inc. — Indicates an earlier corporate name alteration for the cash reserve fund.
2025-09-10: Conformed period of report. — Defines the reporting period for which the information in this filing is relevant, crucial for understanding the timeliness of the data.

Glossary

DEF 14A: A Definitive Proxy Statement filed with the SEC by public companies, typically used to solicit proxies from shareholders for annual or special meetings. (This filing type indicates that the document contains important information about corporate governance, executive compensation, and other matters requiring shareholder approval or disclosure.)
SEC File Number: A unique identifier assigned by the Securities and Exchange Commission to each registered entity or filing. (These numbers (e.g., 811-06569 for Ivy Funds) are critical for tracking regulatory filings and identifying specific investment funds or advisers.)
Central Index Key (CIK): A unique identifier assigned to each entity that files with the SEC. (The CIKs (e.g., 0000883622 for Ivy Funds) help in uniquely identifying the companies and funds mentioned in the filing.)
Conformed Period of Report: The period for which the information presented in the filing is considered to be accurate and complete. (This date (September 10, 2025) sets the timeframe for the data and disclosures within the DEF 14A.)
State of Incorporation: The state in which a company or fund is legally registered to operate. (All listed entities are incorporated in Delaware (DE), a common practice for investment funds due to its favorable corporate laws.)
Fiscal Year End: The last day of a company's or fund's fiscal year, used for financial reporting. (The different fiscal year ends (e.g., 0331 for Ivy Funds, 1031 for Delaware Group Adviser Funds) indicate distinct reporting cycles for these entities.)

Year-Over-Year Comparison

This filing is a DEF 14A, which typically focuses on corporate governance and administrative matters rather than year-over-year financial performance comparisons. As such, direct comparisons of revenue growth, margin changes, or specific financial metrics to a previous filing are not possible based on the information provided. The filing's primary value lies in its disclosure of structural and identity-related information for the funds.

Filing Details

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

View full filing on EDGAR

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View this DEF 14A filing on SEC EDGAR