Ivy Funds Files DEFA14A Proxy Statement

Ivy Funds DEFA14A Filing Summary
FieldDetail
CompanyIvy Funds
Form TypeDEFA14A
Filed DateSep 11, 2025
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Sentiment: neutral

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

TL;DR

Ivy Funds dropped proxy docs, shareholders vote soon.

AI Summary

Ivy Funds filed a DEFA14A on September 11, 2025, detailing proxy information. The filing pertains to Delaware Group Income Funds and Delaware Group State Tax-Free Income Trust, both located at 610 Market Street, Philadelphia, PA. The document is a public filing under the 1934 Act, with SEC file number 811-02071 for Delaware Group Income Funds.

Why It Matters

This filing provides crucial information for shareholders regarding voting matters and corporate governance for Ivy Funds and its associated trusts.

Risk Assessment

Risk Level: low — This is a routine proxy filing (DEFA14A) and does not inherently indicate new risks or significant negative events.

Key Numbers

  • 811-06569 — SEC File Number (Ivy Funds)
  • 811-02071 — SEC File Number (Delaware Group Income Funds)

Key Players & Entities

  • IVY FUNDS (company) — Filer
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (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
  • 18005231918 (phone_number) — Business Phone

FAQ

What is the primary purpose of this DEFA14A filing?

The primary purpose is to provide shareholders with information necessary to vote on matters presented at a shareholder meeting, as required by the Securities Exchange Act of 1934.

Which entities are listed as filers in this document?

The entities listed as filers include Ivy Funds, Delaware Group Income Funds, and Delaware Group State Tax-Free Income Trust.

What is the business address for Ivy Funds?

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

What is the filing date of this DEFA14A?

This DEFA14A filing was made on September 11, 2025.

What is the SEC Act under which this filing is made?

This filing is made under the 1934 Act.

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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