Delaware Group Adviser Funds & Ivy Funds DEFA14A Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Adviser Funds |
| Form Type | DEFA14A |
| Filed Date | Jul 23, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, corporate-structure, fund-filing
TL;DR
SEC filing shows historical name changes for Delaware Group Adviser Funds and Ivy Funds.
AI Summary
This DEFA14A filing concerns Delaware Group Adviser Funds and Ivy Funds, both based in Philadelphia, PA. The filing, submitted on July 23, 2025, relates to the Delaware Group State Tax-Free Income Trust. Previous company names for Ivy Funds include W&R Funds Inc. and Waddell & Reed Funds Inc., with name changes occurring in 2003 and 2000 respectively. Delaware Group Adviser Funds Inc. /MD/ and Lincoln Advisor Funds Inc. are also listed as former entities.
Why It Matters
This filing provides an update on corporate structure and historical name changes for investment funds, which can impact investor understanding of fund lineage and management.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of corporate information and does not indicate any immediate financial risks.
Key Players & Entities
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- IVY FUNDS (company) — Filer
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filing Subject
- W&R FUNDS INC (company) — Former Name of Ivy Funds
- WADDELL & REED FUNDS INC (company) — Former Name of Ivy Funds
FAQ
What is the primary purpose of this DEFA14A filing?
The primary purpose of this DEFA14A filing is to provide information related to Delaware Group Adviser Funds and Ivy Funds, including historical corporate name changes and entity structures.
When was this filing submitted to the SEC?
This filing was submitted to the SEC on July 23, 2025.
What are some of the former names associated with Ivy Funds?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc., with name changes occurring in 2003 and 2000 respectively.
What is the business address for the filers?
The business address for both Delaware Group Adviser Funds and Ivy Funds is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Which specific trust is mentioned in relation to Delaware Group?
The Delaware Group State Tax-Free Income Trust is specifically mentioned in this filing.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 23, 2025 regarding DELAWARE GROUP ADVISER FUNDS.