Ivy Funds DEFA14A Filing
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 15, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, corporate-governance, funds
TL;DR
Ivy Funds dropped a proxy filing (DEFA14A) on 7/15/25. Shareholders need to pay attention.
AI Summary
Ivy Funds filed a DEFA14A on July 15, 2025, detailing proxy information. The filing pertains to the Delaware Group Adviser Funds and the Delaware Group State Tax-Free Income Trust, both located at 100 Independence Street, Philadelphia, PA. The company has undergone several name changes, previously known as Waddell & Reed Funds Inc. and Lincoln Advisor Funds Inc.
Why It Matters
This filing provides crucial information for shareholders regarding voting rights and corporate governance decisions for Ivy Funds and its associated trusts.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not inherently indicate new risks.
Key Numbers
- 20250715 — Filing Date (Date the DEFA14A was filed with the SEC.)
Key Players & Entities
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
- 100 INDEPENDENCE STREET (location) — Business Address
- PHILADELPHIA, PA (location) — Business Address
- WADDELL & REED FUNDS INC (company) — Former Company Name
- LINCOLN ADVISOR FUNDS INC (company) — Former Company Name
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a Definitive Proxy Statement used to solicit shareholder votes on specific matters, such as the election of directors or other corporate actions.
What are the main entities involved in this filing?
The main entities are Ivy Funds, Delaware Group Adviser Funds, and Delaware Group State Tax-Free Income Trust.
What is the business address provided for these entities?
The business address is 100 Independence Street, Philadelphia, PA 19106-2354.
Has Ivy Funds operated under different names previously?
Yes, the filing indicates previous names including Waddell & Reed Funds Inc. and W&R Funds Inc.
When was this specific DEFA14A filing made?
This filing was made on July 15, 2025.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 15, 2025 regarding IVY FUNDS.