Delaware Group Funds File DEFA14A

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

Sentiment: neutral

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

TL;DR

Delaware Group Funds (IVY FUNDS) filed their DEFA14A, check your holdings.

AI Summary

This DEFA14A filing concerns the Delaware Group Equity Funds V, with its fiscal year ending March 31. The filing also references Delaware Group Income Funds, whose fiscal year ends July 31, and Delaware Group State Tax-Free Income Trust. The company's business and mailing address is 100 Independence Street, Philadelphia, PA 19106-2354, with a contact phone number of 18005231918.

Why It Matters

This filing provides essential information for investors in the Delaware Group Equity Funds V, Delaware Group Income Funds, and Delaware Group State Tax-Free Income Trust regarding their financial and operational status.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) for mutual funds, not indicating immediate financial distress or significant operational changes.

Key Numbers

  • 0331 — Fiscal Year End (Delaware Group Equity Funds V)
  • 0731 — Fiscal Year End (Delaware Group Income Funds)

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS V (company) — Filer
  • IVY FUNDS (company) — Former Company Name
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
  • 100 INDEPENDENCE STREET (company) — Business Address
  • 610 MARKET STREET (company) — Business Address
  • PHILADELPHIA (company) — Business Address City
  • PA (company) — Business Address State
  • 19106-2354 (company) — Business Address Zip
  • 18005231918 (company) — Business Phone

FAQ

What type of filing is this?

This is a DEFA14A filing, which is a definitive proxy statement filed with the SEC.

Which entities are listed as filers?

The filers include Delaware Group Equity Funds V, Delaware Group Income Funds, and Delaware Group State Tax-Free Income Trust.

What is the business address for these funds?

The business address is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

What are the fiscal year ends for the listed funds?

Delaware Group Equity Funds V has a fiscal year end of 0331, and Delaware Group Income Funds has a fiscal year end of 0731.

What is the contact phone number provided?

The business phone number listed is 18005231918.

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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