Delaware Group & Ivy Funds File DEFA14A
| Field | Detail |
|---|---|
| Company | Delaware Group Adviser Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, proxy-statement, fund-management
TL;DR
DEFA14A filed for Delaware Group & Ivy Funds, showing corporate history and fiscal year ends.
AI Summary
This DEFA14A filing concerns Delaware Group Adviser Funds and Ivy Funds, both based in Philadelphia, PA. The filing, submitted on July 17, 2025, relates to the 1934 Act and includes information about the companies' fiscal year ends (October 31 for Delaware Group Adviser Funds and March 31 for Ivy Funds). Previous names for the entities include Ivy Funds Inc., W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc.
Why It Matters
This filing provides crucial regulatory information for investors and stakeholders of Delaware Group Adviser Funds and Ivy Funds, detailing their corporate structure and historical changes.
Risk Assessment
Risk Level: low — This filing is a routine regulatory disclosure (DEFA14A) and does not appear to contain immediate financial risks.
Key Numbers
- 20250717 — Filing Date (Date the DEFA14A was filed.)
- 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 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) — Zip Code
- 18005231918 (phone_number) — Business Phone
- IVY FUNDS INC (company) — Former Company Name
- W&R FUNDS INC (company) — Former Company Name
FAQ
What type of filing is this?
This is a DEFA14A filing, which is a Definitive Proxy Statement.
Who are the primary entities involved in this filing?
The primary entities are Delaware Group Adviser Funds and Ivy Funds.
When was this filing submitted?
The filing was submitted on July 17, 2025.
What are the fiscal year ends for the involved companies?
Ivy Funds has a fiscal year end of March 31, and Delaware Group Adviser Funds has a fiscal year end of October 31.
What is the business address for these entities?
The business address listed is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding DELAWARE GROUP ADVISER FUNDS.