Delaware Group Funds: Ivy Funds & Adviser Funds Admin Update
| Field | Detail |
|---|---|
| Company | Delaware Group Income Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: filing, administration, funds
TL;DR
Ivy Funds & Delaware Group Adviser Funds filed admin details. No major changes, just housekeeping.
AI Summary
This DEFA14A filing concerns the Delaware Group Income Funds, specifically related to Ivy Funds and Delaware Group Adviser Funds. The filing, submitted on July 14, 2025, details administrative and governance information for these investment funds. It includes historical company name changes, such as Ivy Funds Inc. previously being known as W&R Funds Inc. and Waddell & Reed Funds Inc., and Delaware Group Adviser Funds Inc. /MD/ previously being Lincoln Advisor Funds Inc.
Why It Matters
This filing provides essential administrative and governance updates for investors in the Delaware Group Income Funds, Ivy Funds, and Delaware Group Adviser Funds, ensuring transparency in their operations.
Risk Assessment
Risk Level: low — The filing is primarily administrative and does not appear to contain information that would immediately impact the market value or risk profile of the funds.
Key Players & Entities
- IVY FUNDS (company) — Filer of the DEFA14A
- DELAWARE GROUP ADVISER FUNDS (company) — Filer of the DEFA14A
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer of the DEFA14A
- W&R FUNDS INC (company) — Former name of Ivy Funds
- 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 this DEFA14A filing?
The primary purpose of this DEFA14A filing is to provide administrative and governance information for the Delaware Group Income Funds, Ivy Funds, and Delaware Group Adviser Funds.
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.
Can you list some of the former names of Ivy Funds?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc.
What is the fiscal year end for Ivy Funds?
The fiscal year end for Ivy Funds is March 31 (0331).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE GROUP INCOME FUNDS.