Ivy Funds Files DEFA14A, Corporate Changes Detailed
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: filing-update, corporate-governance, fund-management
TL;DR
IVY FUNDS filing shows corporate name changes and structure updates for Delaware Group funds.
AI Summary
Ivy Funds filed a DEFA14A on July 17, 2025, detailing changes related to Delaware Group Adviser Funds and Delaware Group State Tax-Free Income Trust. The filing indicates a shift in corporate structure and advisory roles, with previous names like Waddell & Reed Funds and Lincoln Advisor Funds being retired over the years.
Why It Matters
This filing provides insight into the ongoing corporate governance and structural evolution of investment funds managed by Ivy Funds, impacting fund investors and stakeholders.
Risk Assessment
Risk Level: low — This is a routine filing detailing corporate structure and historical name changes, not indicating immediate financial risk.
Key Players & Entities
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
- WADDELL & REED FUNDS INC (company) — Former Company Name
- LINCOLN ADVISOR FUNDS INC (company) — Former Company Name
- 20250717 (date) — Filing Date
FAQ
What is the primary purpose of this DEFA14A filing?
The primary purpose is to provide information regarding changes in the corporate structure and advisory roles for funds managed by Ivy Funds, specifically mentioning Delaware Group Adviser Funds and Delaware Group State Tax-Free Income Trust.
When was this filing submitted to the SEC?
This filing was submitted to the SEC on July 17, 2025.
What are some of the former names of the entities mentioned in the filing?
Former names include Waddell & Reed Funds Inc., W&R Funds Inc., Ivy Funds Inc., Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc.
Where are the business and mailing addresses for Ivy Funds and Delaware Group Adviser Funds?
Both Ivy Funds and Delaware Group Adviser Funds share the same business and mailing address: 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What is the fiscal year end for Ivy Funds and Delaware Group Adviser Funds?
The fiscal year end for Ivy Funds is March 31 (0331), and for Delaware Group Adviser Funds, it is October 31 (1031).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding IVY FUNDS.