Delaware Group Equity Funds V Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds V |
| Form Type | DEFA14A |
| Filed Date | Jul 15, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, proxy-statement, fund-administration
TL;DR
Ivy Funds & Delaware Group Equity Funds V filing is in, check out the old names and addresses.
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 15, 2025, relates to the 1934 Securities Exchange Act and includes information about the companies' addresses and former names. Ivy Funds, previously known as W&R Funds Inc., and Delaware Group Adviser Funds, formerly Lincoln Advisor Funds Inc., are both incorporated in Delaware.
Why It Matters
This filing provides essential regulatory information for investors and analysts tracking the Delaware Group Equity Funds V, including historical company name changes and current operational details.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) that does not contain new financial performance data or significant corporate actions.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS V (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- W&R 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 Mail Address
- 610 MARKET STREET (location) — Business and Mail Address
- PHILADELPHIA (location) — City
- PA (location) — State
- 19106-2354 (location) — ZIP Code
FAQ
What is the primary purpose of this DEFA14A filing?
This DEFA14A filing is a definitive proxy statement filed with the SEC, typically used to solicit proxies from shareholders for an upcoming meeting or action.
Who are the main entities involved in this filing?
The main entities are DELAWARE GROUP EQUITY FUNDS V, IVY FUNDS, and DELAWARE GROUP ADVISER FUNDS.
What are the business and mailing addresses provided for the filers?
The business and mailing addresses provided are 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What were some of the former names of the companies listed?
Ivy Funds was formerly known as 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.
What is the filing date and the relevant SEC Act?
The filing date is July 15, 2025, and it is filed under the 1934 Act.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 15, 2025 regarding DELAWARE GROUP EQUITY FUNDS V.