Delaware Group Equity Funds IV Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds IV |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, sec-filing
TL;DR
SEC filing for Delaware Group Equity Funds IV, Ivy Funds, and Delaware Group Adviser Funds. Dated 7/14/25.
AI Summary
This DEFA14A filing concerns Delaware Group Equity Funds IV, with Ivy Funds (Central Index Key: 0000883622) and Delaware Group Adviser Funds (Central Index Key: 0000910682) listed as filers. Both entities share the same business and mailing address at 610 Market Street, Philadelphia, PA, and have undergone several name changes over the years. The filing was made on July 14, 2025.
Why It Matters
This filing provides official documentation regarding the structure and operational details of investment funds managed by Delaware Group, impacting investors and regulatory oversight.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) and does not inherently indicate financial risk.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS IV (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 610 MARKET STREET (location) — Business and mailing address
- PHILADELPHIA, PA (location) — Business and mailing city/state
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a definitive proxy statement filed with the SEC when a company or fund is soliciting proxies from shareholders for an annual or special meeting of security holders.
Who are the main entities involved in this filing?
The main entities are Delaware Group Equity Funds IV, Ivy Funds, and Delaware Group Adviser Funds.
What is the filing date of this document?
The filing date is July 14, 2025.
What is the shared business address for Ivy Funds and Delaware Group Adviser Funds?
The shared business address is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Have Ivy Funds or Delaware Group Adviser Funds undergone name changes?
Yes, Ivy Funds was formerly known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc. Delaware Group Adviser Funds was formerly known as Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE GROUP EQUITY FUNDS IV.