Delaware Group Funds File DEFA14A

Delaware Group Equity Funds IV DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds IV
Form TypeDEFA14A
Filed DateSep 11, 2025
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Sentiment: neutral

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

TL;DR

Ivy Funds & Delaware Group Funds filed DEFA14A on 9/11/25, detailing corporate history & addresses.

AI Summary

This DEFA14A filing concerns Delaware Group Equity Funds IV, Ivy Funds, and Delaware Group Income Funds, all based in Philadelphia, PA. The filing, submitted on September 11, 2025, relates to the 1934 Act and includes information on the companies' fiscal year ends and business addresses. It also details historical name changes for these entities, such as Ivy Funds Inc. changing from Waddell & Reed Funds Inc. in 2000.

Why It Matters

This filing provides essential regulatory information and historical context for investment funds managed by Delaware Group, impacting investors' understanding of the entities' corporate structure and evolution.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) providing corporate information and historical data, not indicating immediate financial risk.

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS IV (company) — Filer
  • IVY FUNDS (company) — Filer
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • 100 INDEPENDENCE STREET (location) — Business Address
  • 610 MARKET STREET (location) — Business Address
  • PHILADELPHIA (location) — City
  • PA (location) — State
  • 19106-2354 (location) — ZIP Code
  • WADDELL & REED FUNDS INC (company) — Former Company Name

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing is a Schedule 14A Proxy Statement filed with the SEC, typically used to solicit proxies from shareholders for an annual or special meeting of shareholders.

What is the filing date of this DEFA14A?

The filing date is September 11, 2025.

What are the main entities listed in this filing?

The main entities listed are DELAWARE GROUP EQUITY FUNDS IV, IVY FUNDS, and DELAWARE GROUP INCOME FUNDS.

Where are the business addresses for these companies located?

The business addresses for these companies are located at 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

What historical company name changes are mentioned for Ivy Funds?

Ivy Funds was formerly known as Ivy Funds Inc., which changed its name from W&R Funds Inc. on 20000829, and prior to that, from Waddell & Reed Funds Inc. on 19920717.

Filing Stats: 317 words · 1 min read · ~1 pages · Grade level 10.3 · Accepted 2025-09-11 15:08:58

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 Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V 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 Ivy Funds 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:

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