Delaware Group Equity Funds V Filing
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds V |
| Form Type | DEFA14A |
| Filed Date | Aug 5, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-disclosure, corporate-history
TL;DR
Ivy Funds & Delaware Group Equity Funds V filing is in, check disclosures.
AI Summary
This DEFA14A filing concerns the Delaware Group Equity Funds V, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, submitted on August 5, 2025, relates to the 1934 Act and includes information on the companies' business and mailing addresses in Philadelphia, PA. Previous names for the entities include Ivy Funds Inc., W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc.
Why It Matters
This filing provides essential disclosure information for investors in the Delaware Group Equity Funds V, detailing corporate history and regulatory compliance.
Risk Assessment
Risk Level: low — This is a routine disclosure filing (DEFA14A) and does not contain information indicating immediate financial risk.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS V (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 100 INDEPENDENCE STREET (company) — Business and Mailing Address
- 610 MARKET STREET (company) — Business and Mailing Address
- PHILADELPHIA (company) — City for Business and Mailing Address
- PA (company) — State for Business and Mailing Address
- 19106-2354 (company) — ZIP Code for Business and Mailing Address
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a definitive proxy statement, is used to solicit proxies from shareholders in connection with annual or special meetings of security holders.
Who are the main entities involved in this filing?
The main entities involved are Delaware Group Equity Funds V, Ivy Funds, and Delaware Group Adviser Funds.
When was this filing submitted?
This filing was submitted on August 5, 2025.
What is the business address for the filers?
The business address for the filers is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What previous names have been associated with these entities?
Previous names include Ivy Funds Inc., W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 5, 2025 regarding DELAWARE GROUP EQUITY FUNDS V.