Delaware Group Trust Files DEFA14A
| Field | Detail |
|---|---|
| Company | Delaware Group State Tax-Free Income Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, fund-administration, corporate-history
TL;DR
Delaware Group State Tax-Free Income Trust filed its DEFA14A on 7/14/25, showing historical name changes for Ivy Funds and Delaware Group Adviser Funds.
AI Summary
The Delaware Group State Tax-Free Income Trust filed a DEFA14A on July 14, 2025, detailing corporate actions and disclosures. The filing involves entities such as Ivy Funds and Delaware Group Adviser Funds, both located at 610 Market Street, Philadelphia, PA. Previous names for these entities include Waddell & Reed Funds Inc. and Lincoln Advisor Funds Inc., indicating a history of corporate restructuring.
Why It Matters
This filing provides crucial information for investors in the Delaware Group State Tax-Free Income Trust regarding corporate governance and operational updates. It reflects the ongoing administrative and disclosure requirements for investment funds.
Risk Assessment
Risk Level: low — This filing is a routine disclosure document (DEFA14A) and does not contain information indicating significant financial risk or operational changes.
Key Players & Entities
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer of the DEFA14A
- IVY FUNDS (company) — Related entity with previous name changes
- DELAWARE GROUP ADVISER FUNDS (company) — Related entity with previous name changes
- WADDELL & REED FUNDS INC (company) — Former name of Ivy Funds
- LINCOLN ADVISOR FUNDS INC (company) — Former name of Delaware Group Adviser Funds
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a Definitive Additional Materials filing, is used to disseminate materials that are being sent to security holders in connection with a proxy solicitation.
When was the DEFA14A filing for the Delaware Group State Tax-Free Income Trust submitted?
The filing was submitted on July 14, 2025.
What are some of the previous names associated with the Ivy Funds entity?
Ivy Funds was formerly known as Waddell & Reed Funds Inc. and W&R Funds Inc.
Where are the business and mailing addresses for the listed companies?
The business and mailing addresses for Ivy Funds and Delaware Group Adviser Funds are listed as 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What is the fiscal year end for Ivy Funds and Delaware Group Adviser Funds?
The fiscal year end for Ivy Funds is March 31, and for Delaware Group Adviser Funds, it is October 31.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE GROUP STATE TAX-FREE INCOME TRUST.