Delaware Group Equity Funds II Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds II |
| Form Type | DEFA14A |
| Filed Date | Jul 23, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, mutual-funds, sec-filing
TL;DR
DEFA14A filed for Delaware Group Equity Funds II by Ivy Funds & Delaware Group Adviser Funds.
AI Summary
This DEFA14A filing concerns the Delaware Group Equity Funds II, with Ivy Funds (Central Index Key: 0000883622) and Delaware Group Adviser Funds (Central Index Key: 0000910682) listed as filers. The filing, submitted on July 23, 2025, relates to the 1934 Act and involves funds incorporated in Delaware. Both entities share the same business and mailing address in Philadelphia, PA.
Why It Matters
This filing provides important regulatory information for investors in the Delaware Group Equity Funds II, detailing corporate actions and disclosures relevant to fund management and governance.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) that does not inherently indicate significant financial risk.
Key Numbers
- 20250723 — Filing Date (Date the DEFA14A was filed with the SEC.)
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS II (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 100 INDEPENDENCE STREET (location) — Business and mailing address
- PHILADELPHIA (location) — City for business and mailing address
- PA (location) — State for business and mailing address
FAQ
What type of filing is this DEFA14A?
This is a Definitive Additional Materials filing under the 1934 Act.
Who are the primary entities involved in this filing?
The filing involves Delaware Group Equity Funds II, with Ivy Funds and Delaware Group Adviser Funds listed as filers.
What is the filing date?
The filing was made on July 23, 2025.
Where are the business and mailing addresses for the filers?
Both Ivy Funds and Delaware Group Adviser Funds share the same business and mailing address at 100 Independence Street, Philadelphia, PA.
What is the fiscal year end for Ivy Funds?
The fiscal year end for Ivy Funds is March 31.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 23, 2025 regarding DELAWARE GROUP EQUITY FUNDS II.