Delaware Group Equity Funds II Filing

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

Sentiment: neutral

Topics: sec-filing, proxy-statement, mutual-fund

TL;DR

SEC filing for Delaware Group Equity Funds II out Aug 11, 2025. Ivy Funds & Delaware Group Adviser Funds involved.

AI Summary

This DEFA14A filing concerns the Delaware Group Equity Funds II, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, dated August 11, 2025, relates to the company's operations and regulatory disclosures under the 1934 Act. Both Ivy Funds and Delaware Group Adviser Funds are incorporated in Delaware and share the same business and mailing address in Philadelphia, PA.

Why It Matters

This filing provides crucial regulatory information for investors and stakeholders of the Delaware Group Equity Funds II, detailing operational and compliance aspects of the fund complex.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) and does not inherently indicate increased financial risk.

Key Players & Entities

DELAWARE GROUP EQUITY FUNDS II (company) — Subject of the filing
IVY FUNDS (company) — Filer and former company name
DELAWARE GROUP ADVISER FUNDS (company) — Filer and former company name
100 INDEPENDENCE STREET (company) — Business and mailing address
610 MARKET STREET (company) — Business and mailing address
PHILADELPHIA (company) — City of business and mailing address
PA (company) — State of business and mailing address
19106-2354 (company) — ZIP code of business and mailing address
18005231918 (company) — Business phone number

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing, also known as a Definitive Proxy Statement, is filed with the SEC 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 involved are Delaware Group Equity Funds II, Ivy Funds, and Delaware Group Adviser Funds.

What is the filing date of this document?

The filing date is August 11, 2025.

Where are the business and mailing addresses for the listed companies?

The business and mailing addresses for both Ivy Funds and Delaware Group Adviser Funds are listed as 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

What is the fiscal year end for Ivy Funds?

The fiscal year end for Ivy Funds is March 31 (0331).

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