Delaware Group Equity Funds II Filing Details Corporate Evolution
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds II |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: fund-filing, corporate-history, sec-filing
TL;DR
Ivy Funds & Delaware Group Adviser Funds filing shows historical name changes, indicating fund evolution.
AI Summary
This DEFA14A filing from July 17, 2025, concerns the Delaware Group Equity Funds II, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing details changes related to the funds' structure and operations, including historical company name changes for Ivy Funds and Delaware Group Adviser Funds, indicating a corporate evolution. The primary business address for both entities is 100 Independence Street, Philadelphia, PA.
Why It Matters
This filing provides insight into the corporate history and structural changes of investment funds, which can impact investors' understanding of fund management and governance over time.
Risk Assessment
Risk Level: low — The filing is primarily informational, detailing historical corporate changes and addresses, with no immediate financial risks apparent.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS II (company) — Subject of the filing
- IVY FUNDS (company) — Filer and former company name
- DELAWARE GROUP ADVISER FUNDS (company) — Filer and former company name
- 100 Independence Street, Philadelphia, PA (company) — Business address
FAQ
What is the primary purpose of this DEFA14A filing?
This DEFA14A filing serves to provide information and disclosures related to the Delaware Group Equity Funds II, including details about the filers, Ivy Funds and Delaware Group Adviser Funds.
Who are the main entities involved in this filing?
The main entities involved are Delaware Group Equity Funds II, Ivy Funds (Central Index Key: 0000883622), and Delaware Group Adviser Funds (Central Index Key: 0000910682).
What is the business address listed for the filers?
The business address listed for both Ivy Funds and Delaware Group Adviser Funds is 100 Independence Street, Philadelphia, PA, 19106-2354.
What historical company name changes are mentioned for Ivy Funds?
Ivy Funds was formerly known as W&R Funds Inc. (name change on 20000829) and Waddell & Reed Funds Inc. (name change on 19920717).
What historical company name changes are mentioned for Delaware Group Adviser Funds?
Delaware Group Adviser Funds was formerly known as Delaware Group Adviser Funds Inc /MD/ (name change on 19961202), Delaware Group Adviser Funds Inc (name change on 19960508), and Lincoln Advisor Funds Inc (name change on 19931203).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding DELAWARE GROUP EQUITY FUNDS II.