Delaware Group Funds File DEFA14A

Delaware Group Tax Free Fund DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Tax Free Fund
Form TypeDEFA14A
Filed DateSep 26, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-administration, corporate-governance

TL;DR

DEFA14A filed for Delaware Group Tax Free Fund & Ivy Funds - admin details & history.

AI Summary

This DEFA14A filing concerns the Delaware Group Tax Free Fund, Ivy Funds, and Delaware Group Income Funds. The filing details administrative and governance matters for these funds, including information about their business addresses at 610 Market Street, Philadelphia, PA, and their fiscal year ends. It also lists historical name changes for the entities, such as Ivy Funds Inc. changing from W&R Funds Inc. in 2000.

Why It Matters

This filing provides essential disclosure for investors regarding the governance and administrative structure of the Delaware Group Tax Free Fund and related entities, impacting transparency and oversight.

Risk Assessment

Risk Level: low — The filing is a routine disclosure document (DEFA14A) and does not contain information that inherently increases investment risk.

Key Players & Entities

  • DELAWARE GROUP TAX FREE FUND (company) — Filer
  • IVY FUNDS (company) — Filer
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • 610 MARKET STREET (company) — Business Address
  • PHILADELPHIA (company) — Business Address City

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing is a definitive proxy statement filed with the SEC by or on behalf of a company to solicit proxies from its shareholders for an annual or special meeting of shareholders.

What are the main entities involved in this filing?

The main entities involved are DELAWARE GROUP TAX FREE FUND, IVY FUNDS, and DELAWARE GROUP INCOME FUNDS.

What is the business address listed for these companies?

The business address listed is 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).

Can you provide an example of a historical name change for one of the entities?

Yes, Ivy Funds Inc. was formerly known as W&R Funds Inc. and changed its name on June 30, 2003.

Filing Stats: 428 words · 2 min read · ~1 pages · Grade level 11.8 · Accepted 2025-09-26 11:34:30

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: Dear Financial Advisor: The following notification was sent to your clients who held an investment of [ ] shares or greater in the [ ] as of July 3, 2025, and have not yet voted their shares. This letter relates to a special shareholder meeting where shareholders are being asked to approve a new investment advisory agreement for each fund. The shareholder proposal is being sought in connection with the proposed acquisition by Nomura of Macquarie Asset Management's US and European public investments business. The closing of this transaction will result in the automatic termination of each fund's investment advisory agreement with Delaware Management Company, and any sub-advisory agreement, as applicable.

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