Delaware Group Equity Funds V Filing

Delaware Group Equity Funds V DEFA14A Filing Summary
Field	Detail
Company	Delaware Group Equity Funds V
Form Type	DEFA14A
Filed Date	Aug 11, 2025
Risk Level	low
Pages	1
Reading Time	1 min
Sentiment	neutral

Sentiment: neutral

Topics: regulatory-filing, proxy-statement, fund-management

TL;DR

DEFA14A filed for Delaware Group Equity Funds V, Ivy Funds, and Delaware Group Adviser Funds.

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 11, 2025, relates to the company's ongoing reporting requirements under the 1934 Act. The entities involved have a history of name changes, including Ivy Funds Inc. and Waddell & Reed Funds Inc.

Why It Matters

This filing provides essential regulatory information for investors and stakeholders of the Delaware Group Equity Funds V, detailing ongoing compliance and corporate structure.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) and does not indicate any specific financial distress or unusual events.

Key Players & Entities

DELAWARE GROUP EQUITY FUNDS V (company) — Primary subject of the filing
IVY FUNDS (company) — Filer and former company name
DELAWARE GROUP ADVISER FUNDS (company) — Filer and former company name
WADDELL & REED FUNDS INC (company) — Former company name for Ivy Funds
100 INDEPENDENCE STREET (location) — Business and mailing address

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a definitive proxy statement filed with the SEC by companies to solicit shareholder votes on specific matters.

Who are the primary filers in this document?

The primary filers identified are Ivy Funds and Delaware Group Adviser Funds.

When was this filing submitted?

This filing was submitted on August 11, 2025.

What is the state of incorporation for Ivy Funds?

Ivy Funds is incorporated in Delaware (DE).

What is the business address provided for the filers?

The business address provided is 100 Independence Street, Philadelphia, PA 19106-2354.

Filing Stats: 337 words · 1 min read · ~1 pages · Grade level 10.9 · Accepted 2025-08-11 13:51:49

Filing Documents

From the Filing

14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or Sec. 240.14a-12 Delaware Group Adviser Funds Delaware Group Cash Reserve Delaware Group Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V Delaware Group Global & International Funds Delaware Group Government Fund Delaware Group Income Funds Delaware Group Limited-Term Government Funds Delaware Group State Tax-Free Income Trust Delaware Group Tax-Free Fund Delaware Pooled Trust Delaware VIP Trust Ivy Funds Ivy Variable Insurance Portfolios Voyageur Mutual Funds Voyageur Mutual Funds II Voyageur Tax Free Funds (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1. Title of each class of securities to which transaction applies: 2. Aggregate number of securities to which transaction applies: 3. Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4. Proposed maximum aggregate value of transaction: 5. Total fee paid: [ ] Fee paid previously with preliminary proxy materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1. Amount Previously Paid: 2. Form, Schedule or Registration Statement No.: 3. Filing Party: 4. Date Filed:

View Full Filing

View this DEFA14A filing on SEC EDGAR