Ivy Funds Files DEFA14A Proxy Statement
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, sec-filing
TL;DR
Ivy Funds dropped its proxy statement (DEFA14A) on 7/14/25. Shareholders, pay attention!
AI Summary
Ivy Funds filed a DEFA14A on July 14, 2025, detailing proxy information for its shareholders. The filing pertains to the Delaware Group Adviser Funds and the Delaware Group State Tax-Free Income Trust, with business operations located at 610 Market Street, Philadelphia, PA. The document serves as a public disclosure for these investment entities.
Why It Matters
This filing provides shareholders with crucial information regarding voting matters and corporate governance for Ivy Funds and its associated trusts, enabling informed participation in company decisions.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not inherently indicate new risks or significant changes.
Key Players & Entities
- IVY FUNDS (company) — Filer of the DEFA14A
- DELAWARE GROUP ADVISER FUNDS (company) — Related entity mentioned in the filing
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Related entity mentioned in the filing
- 610 MARKET STREET, PHILADELPHIA, PA (company) — Business address for the filers
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing is a Schedule 14A Proxy Statement filed with the SEC by companies to solicit proxy, consent, or authorization from shareholders for an annual or special meeting of shareholders.
Who are the primary entities involved in this filing?
The primary entities involved are Ivy Funds, Delaware Group Adviser Funds, and Delaware Group State Tax-Free Income Trust.
When was this DEFA14A filing submitted?
This DEFA14A filing was submitted on July 14, 2025.
What is the business address listed for the filers?
The business address listed is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What are some of the former names of the entities listed?
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 IVY FUNDS.