Ivy Funds Files DEFA14A Proxy Statement
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds II |
| Form Type | DEFA14A |
| Filed Date | Aug 5, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, fund-management, corporate-governance
TL;DR
Ivy Funds dropped proxy docs. Standard shareholder stuff.
AI Summary
On August 5, 2025, the Delaware Group Equity Funds II filed a DEFA14A, indicating a Definitive Proxy Statement. This filing pertains to the Ivy Funds, with the primary filer being Ivy Funds, formerly Waddell & Reed Funds Inc. The filing also involves Delaware Group Adviser Funds and Delaware Group State Tax-Free Income Trust, all sharing the same business and mailing address in Philadelphia, PA.
Why It Matters
This filing is a routine proxy statement, providing shareholders with information regarding voting matters and corporate governance for the Ivy Funds. It's essential for investors to review such documents to understand key decisions affecting their investments.
Risk Assessment
Risk Level: low — This is a standard proxy filing (DEFA14A) and does not contain information indicating unusual financial risk or significant corporate events.
Key Players & Entities
- Ivy Funds (company) — Filer and subject of the filing
- Delaware Group Equity Funds II (company) — Title of the filing
- Waddell & Reed Funds Inc (company) — Former name of Ivy Funds
- Delaware Group Adviser Funds (company) — Related entity involved in the filing
- Delaware Group State Tax-Free Income Trust (company) — Related entity involved in the filing
- Philadelphia, PA (location) — Business and mailing address for the filers
FAQ
What type of filing is this DEFA14A?
This is a Definitive Proxy Statement (DEFA14A) filed on August 5, 2025.
Who is the primary filer associated with this document?
The primary filer is Ivy Funds, previously known as Waddell & Reed Funds Inc.
What is the business address for the filers?
The business address for Ivy Funds, Delaware Group Adviser Funds, and Delaware Group State Tax-Free Income Trust is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
When was the company formerly known as Waddell & Reed Funds Inc.?
Ivy Funds was formerly known as Waddell & Reed Funds Inc. until at least July 17, 1992.
What is the fiscal year end for Ivy Funds?
The fiscal year end for Ivy Funds is March 31 (0331).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 5, 2025 regarding DELAWARE GROUP EQUITY FUNDS II.