Delaware Group Funds File DEFA14A
| Field | Detail |
|---|---|
| Company | Delaware Group Global & International Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 23, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, governance, funds
TL;DR
DEFA14A filed for Delaware Group Funds - governance updates incoming.
AI Summary
This DEFA14A filing concerns the Delaware Group Global & International Funds and the Delaware Group Adviser Funds. The filing, dated July 23, 2025, details administrative and governance matters for these investment entities. The companies involved, including Ivy Funds and Waddell & Reed Funds, have undergone several name changes over the years, with their fiscal year ends being March 31 and October 31, respectively.
Why It Matters
This filing provides essential disclosure for investors in the Delaware Group funds, outlining important corporate actions and governance information that could impact their investments.
Risk Assessment
Risk Level: low — This is a routine filing (DEFA14A) for disclosure purposes and does not indicate immediate financial distress or significant operational changes.
Key Numbers
- 20250723 — Filing Date (Date the DEFA14A was filed with the SEC.)
- 0331 — Fiscal Year End (Fiscal year end for Ivy Funds.)
- 1031 — Fiscal Year End (Fiscal year end for Delaware Group Adviser Funds.)
Key Players & Entities
- DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS (company) — Filer
- IVY FUNDS (company) — Former Company Name
- W&R FUNDS INC (company) — Former Company Name
- WADDELL & REED FUNDS INC (company) — Former Company Name
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS INC /MD/ (company) — Former Company Name
- DELAWARE GROUP ADVISER FUNDS INC (company) — Former Company Name
- LINCOLN ADVISOR FUNDS INC (company) — Former Company Name
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
FAQ
What is the primary purpose of this DEFA14A filing?
This DEFA14A filing is for the Delaware Group Global & International Funds and Delaware Group Adviser Funds, likely to disclose information related to shareholder meetings, director elections, executive compensation, or other corporate governance matters.
Who are the main entities involved in this filing?
The main entities are Delaware Group Global & International Funds and Delaware Group Adviser Funds, with former names including Ivy Funds, W&R Funds Inc, Waddell & Reed Funds Inc, and Lincoln Advisor Funds Inc.
When was this filing submitted to the SEC?
This filing was submitted on July 23, 2025.
What are the fiscal year ends for the listed 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 funds?
The business address for both Ivy Funds and Delaware Group Adviser Funds 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 23, 2025 regarding DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS.