Delaware Group Equity Funds V Files DEFA14A
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds V |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, mutual-fund, proxy-statement
TL;DR
DEFA14A filed for Delaware Group Equity Funds V, Ivy Funds & Delaware Group Adviser Funds involved.
AI Summary
This DEFA14A filing concerns the Delaware Group Equity Funds V, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, submitted on July 14, 2025, relates to the company's operations and regulatory disclosures. Both Ivy Funds and Delaware Group Adviser Funds are incorporated in Delaware and share the same business and mailing address in Philadelphia, PA.
Why It Matters
This filing provides crucial regulatory information for investors and stakeholders of the Delaware Group Equity Funds V, detailing operational and compliance aspects of the fund.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) and does not indicate any immediate financial distress or significant operational changes.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS V (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 0000883622 (company) — Central Index Key for Ivy Funds
- 0000910682 (company) — Central Index Key for Delaware Group Adviser Funds
- 100 INDEPENDENCE STREET (company) — Business and Mailing Address
- 610 MARKET STREET (company) — Business and Mailing Address
- PHILADELPHIA (company) — City for Business and Mailing Address
- PA (company) — State for Business and Mailing Address
- 19106-2354 (company) — ZIP Code for Business and Mailing Address
FAQ
What type of filing is this DEFA14A?
This is a Definitive Proxy Statement (DEFA14A) filed under the 1934 Act.
Who are the primary entities involved in this filing?
The primary entities are Delaware Group Equity Funds V, 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 business address for the filers?
The business address is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What are the fiscal year ends for Ivy Funds and Delaware Group Adviser Funds?
Ivy Funds has a fiscal year end of 03/31, and Delaware Group Adviser Funds has a fiscal year end of 10/31.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE GROUP EQUITY FUNDS V.