Delaware Group & Ivy Funds DEFA14A Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Adviser Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 15, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, corporate-history
TL;DR
Ivy Funds & Delaware Group Adviser Funds filed DEFA14A, showing corporate history & addresses. Nothing major.
AI Summary
This DEFA14A filing concerns Delaware Group Adviser Funds and Ivy Funds, both incorporated in Delaware. The filing details their business addresses at 610 Market Street, Philadelphia, PA, and their fiscal year ends on October 31st and March 31st, respectively. The document also lists previous company names and name change dates for both entities, indicating a history of corporate restructuring.
Why It Matters
This filing provides insight into the corporate structure and history of investment funds, which can impact investor confidence and regulatory oversight.
Risk Assessment
Risk Level: low — The filing is a routine disclosure (DEFA14A) and does not appear to contain significant new information or material changes.
Key Players & Entities
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- IVY FUNDS (company) — Filer
- 100 INDEPENDENCE STREET (address) — Business and Mail Address
- 610 MARKET STREET (address) — Business and Mail Address
- PHILADELPHIA (location) — City
- PA (location) — State
- 19106-2354 (zip_code) — Business and Mail Zip Code
- 18005231918 (phone_number) — Business Phone
- IVY FUNDS INC (company) — Former Company Name
- W&R FUNDS INC (company) — Former Company Name
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a Schedule 14A proxy statement filed with the SEC by companies to solicit shareholder votes on specific matters, such as the election of directors or approval of corporate actions.
What are the fiscal year end dates for Ivy Funds and Delaware Group Adviser Funds?
Ivy Funds has a fiscal year end of March 31st, and Delaware Group Adviser Funds has a fiscal year end of October 31st.
What is the business address listed for both filers?
Both Ivy Funds and Delaware Group Adviser Funds list their business address as 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Can you identify any previous names for Ivy Funds?
Yes, Ivy Funds was formerly known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc.
What are the SEC file numbers for these entities?
Ivy Funds has SEC file number 811-06569, and Delaware Group Adviser Funds has SEC file number 811-07972.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 15, 2025 regarding DELAWARE GROUP ADVISER FUNDS.