Delaware Group Equity Funds V Filing Details
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds V |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, corporate-history
TL;DR
Ivy Funds & Delaware Group Equity Funds V filed DEFA14A on 7/17/25. Details on corp history & 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 17, 2025, relates to the 1934 Act and includes information about the companies' business and mailing addresses in Philadelphia, PA. Previous company names and name change dates are also detailed.
Why It Matters
This filing provides crucial information for investors and stakeholders regarding the governance and operational details of the Delaware Group Equity Funds V, including historical corporate changes.
Risk Assessment
Risk Level: low — This filing is a routine disclosure (DEFA14A) and does not appear to contain immediate financial risks or significant new information.
Key Numbers
- 20250717 — Filing Date (Date the DEFA14A was filed with the SEC)
- 0331 — Ivy Funds Fiscal Year End (Indicates the end of the fiscal year for Ivy Funds)
- 1031 — Delaware Group Adviser Funds Fiscal Year End (Indicates the end of the fiscal year for Delaware Group Adviser Funds)
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS V (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
- WADDELL & REED FUNDS INC (company) — Former company name for Ivy Funds
FAQ
What type of filing is this DEFA14A for Delaware Group Equity Funds V?
This is a Definitive Proxy Statement (DEFA14A) filed under the 1934 Act.
Who are the primary filers mentioned in this document?
The primary filers mentioned are Ivy Funds and Delaware Group Adviser Funds.
What is the business and mailing address for the filers?
The business and mailing address for both Ivy Funds and Delaware Group Adviser Funds is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
When was this filing submitted to the SEC?
This filing was submitted on July 17, 2025.
What are some of the previous names of the filing companies?
Ivy Funds was formerly known as WADDELL & REED FUNDS INC, and 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 V.