Ivy Funds & Delaware Group Cash Reserve Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Cash Reserve |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, mutual-fund, disclosure
TL;DR
Ivy Funds/Delaware Group Cash Reserve filed DEFA14A on 7/14/25. Standard disclosure.
AI Summary
This DEFA14A filing concerns the Delaware Group Cash Reserve, managed by Ivy Funds. The filing, submitted on July 14, 2025, relates to the company's operations and regulatory disclosures. Ivy Funds, previously known as Waddell & Reed Funds Inc., and Delaware Group Adviser Funds, previously Lincoln Advisor Funds Inc., are both listed with their respective business and mailing addresses in Philadelphia, PA.
Why It Matters
This filing provides important regulatory information for investors in the Delaware Group Cash Reserve, managed by Ivy Funds, detailing corporate structure and operational updates.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) that does not appear to contain significant new risks or material adverse information.
Key Numbers
- 20250714 — Filing Date (Date the DEFA14A was filed with the SEC.)
- 0331 — Fiscal Year End (Ivy Funds' fiscal year end.)
- 1031 — Fiscal Year End (Delaware Group Adviser Funds' fiscal year end.)
Key Players & Entities
- IVY FUNDS (company) — Filer
- DELAWARE GROUP CASH RESERVE (company) — Subject of filing
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- WADDELL & REED FUNDS INC (company) — Former name of Ivy Funds
- LINCOLN ADVISOR FUNDS INC (company) — Former name of Delaware Group Adviser Funds
- 100 INDEPENDENCE STREET (location) — Business and mailing address
- 610 MARKET STREET (location) — Business and mailing address
- PHILADELPHIA (location) — City of business and mailing address
- PA (location) — State of business and mailing address
- 19106-2354 (location) — ZIP code of business and mailing address
FAQ
What is the primary purpose of this DEFA14A filing?
The primary purpose is to provide regulatory disclosures and information related to the Delaware Group Cash Reserve and its management by Ivy Funds, as required by the SEC.
Who are the main entities involved in this filing?
The main entities are Ivy Funds (formerly Waddell & Reed Funds Inc.) and Delaware Group Adviser Funds (formerly Lincoln Advisor Funds Inc.), both related to the Delaware Group Cash Reserve.
When was this filing submitted?
This filing was submitted on July 14, 2025.
What are the business and mailing addresses for the filers?
The business and mailing addresses for both Ivy Funds and Delaware Group Adviser Funds are listed as 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Does this filing indicate any recent name changes for the involved companies?
Yes, the filing notes previous names for Ivy Funds (W&R Funds Inc., Waddell & Reed Funds Inc.) and Delaware Group Adviser Funds (Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., Lincoln Advisor Funds Inc.).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE GROUP CASH RESERVE.