Delaware Group Equity Funds V Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds V |
| Form Type | DEFA14A |
| Filed Date | Jul 23, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: filing, funds, governance
TL;DR
SEC filing for Delaware Group Equity Funds V, detailing fund admin & governance. No major financial news.
AI Summary
This DEFA14A filing from July 23, 2025, concerns the Delaware Group Equity Funds V, with IVY FUNDS and DELAWARE GROUP ADVISER FUNDS listed as filers. The filing details administrative and governance information for these funds, including their incorporation in Delaware and fiscal year ends of March 31 and October 31, respectively. The primary business address for both entities is 610 Market Street, Philadelphia, PA.
Why It Matters
This filing provides crucial information about the governance and administrative structure of investment funds, which is essential for investors to understand how their assets are managed and overseen.
Risk Assessment
Risk Level: low — The filing is a routine administrative disclosure (DEFA14A) and does not contain information that would immediately impact stock prices or indicate significant financial risk.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS V (company) — Fund Name
- IVY FUNDS (company) — Filer/Company Name
- DELAWARE GROUP ADVISER FUNDS (company) — Filer/Company Name
- 0000883622 (company) — Central Index Key for IVY FUNDS
- 0000910682 (company) — Central Index Key for DELAWARE GROUP ADVISER FUNDS
- 100 INDEPENDENCE STREET (company) — Business Address
- 610 MARKET STREET (company) — Business Address
- PHILADELPHIA (company) — Business City
- PA (company) — Business State
- 19106-2354 (company) — Business Zip Code
FAQ
What is the filing type and date?
The filing type is DEFA14A, and it was filed on July 23, 2025.
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 address for the listed companies?
The business address for both IVY FUNDS and DELAWARE GROUP ADVISER FUNDS is 610 Market Street, Philadelphia, PA 19106-2354.
What are the fiscal year ends for IVY FUNDS and DELAWARE GROUP ADVISER FUNDS?
The fiscal year end for IVY FUNDS is March 31, and for DELAWARE GROUP ADVISER FUNDS is October 31.
What is the SEC file number for IVY FUNDS?
The SEC file number for IVY FUNDS is 811-06569.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 23, 2025 regarding DELAWARE GROUP EQUITY FUNDS V.