Ivy Funds Files DEFA14A Proxy Statement
| Field | Detail |
|---|---|
| Company | Ivy Funds |
| Form Type | DEFA14A |
| Filed Date | Aug 5, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, shareholder-meeting, fund-filing
TL;DR
Ivy Funds dropped proxy docs, shareholders vote soon.
AI Summary
Ivy Funds filed a DEFA14A on August 5, 2025, detailing proxy materials. The filing involves multiple entities including Ivy Funds, Delaware Group Adviser Funds, and Delaware Group State Tax-Free Income Trust, all with business addresses at 610 Market Street, Philadelphia, PA. The document pertains to the 1934 Act and includes information on fiscal year ends and SEC file numbers.
Why It Matters
This filing provides crucial information for shareholders regarding voting matters and corporate governance for Ivy Funds and related trusts.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not indicate any immediate financial distress or significant operational changes.
Key Numbers
- 20250805 — Filing Date (Date the DEFA14A was filed with the SEC.)
- 0331 — Fiscal Year End (Indicates the end of the fiscal year for Ivy Funds.)
- 1031 — Fiscal Year End (Indicates the end of the fiscal year for Delaware Group Adviser Funds.)
Key Players & Entities
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
- 610 MARKET STREET (company) — Business Address
- 1934 Act (company) — SEC Act
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a Schedule 14A Definitive Proxy Statement, used to solicit proxies from shareholders for an annual or special meeting of security holders.
Who are the main entities involved in this filing?
The main entities are Ivy Funds, Delaware Group Adviser Funds, and Delaware Group State Tax-Free Income Trust.
What is the business address for these entities?
The business address listed for all involved entities is 100 Independence Street and 610 Market Street, Philadelphia, PA 19106-2354.
What SEC Act does this filing fall under?
This filing falls under the Securities Exchange Act of 1934.
When was this filing submitted?
This filing was submitted on August 5, 2025.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 5, 2025 regarding IVY FUNDS.