Delaware Group Equity Funds IV Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds IV |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, disclosure, fund-filing
TL;DR
SEC filing for Delaware Group Equity Funds IV, detailing corporate history and addresses.
AI Summary
This DEFA14A filing concerns Delaware Group Equity Funds IV, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, submitted on July 17, 2025, relates to the 1934 Act and includes information about the companies' business and mailing addresses in Philadelphia, PA. Previous names for Ivy Funds include Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc., while Delaware Group Adviser Funds was formerly known as Lincoln Advisor Funds Inc.
Why It Matters
This filing provides essential disclosure information for investors in Delaware Group Equity Funds IV, detailing corporate history and operational details.
Risk Assessment
Risk Level: low — This is a routine disclosure filing (DEFA14A) and does not inherently present new financial risks.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS IV (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 100 INDEPENDENCE STREET (location) — Business and mailing address
- 610 MARKET STREET (location) — Business and mailing address
- PHILADELPHIA (location) — City for business and mailing address
- PA (location) — State for business and mailing address
- 19106-2354 (location) — ZIP code for business and mailing address
- 18005231918 (phone_number) — Business phone number
- IVY FUNDS INC (company) — Former name of Ivy Funds
FAQ
What is the primary purpose of this DEFA14A filing?
This DEFA14A filing is a definitive proxy statement, typically used to solicit proxies from shareholders for an annual or special meeting of security holders.
Who are the main entities involved in this filing?
The main entities are DELAWARE GROUP EQUITY FUNDS IV, IVY FUNDS, and DELAWARE GROUP ADVISER FUNDS.
When was this filing submitted to the SEC?
This filing was submitted on July 17, 2025.
What is the business address for the filers?
The business address for the filers is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What are some of the former names of the listed companies?
Ivy Funds was formerly known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc. Delaware Group Adviser Funds was formerly known as Lincoln Advisor Funds Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding DELAWARE GROUP EQUITY FUNDS IV.