Delaware Group Funds File DEFA14A

Delaware Group Equity Funds IV DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds IV
Form TypeDEFA14A
Filed DateSep 26, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: disclosure, mutual fund, filing

TL;DR

Delaware Group Equity Funds IV filed their DEFA14A, standard disclosure for investors.

AI Summary

This DEFA14A filing concerns Delaware Group Equity Funds IV, with filings also related to Delaware Group Income Funds and Delaware Group State Tax-Free Income Trust. The filings are from September 26, 2025, and relate to the company's fiscal year ends of March 31 and July 31. The primary business address for these entities is 100 Independence Street, Philadelphia, PA.

Why It Matters

This filing provides essential disclosure information for investors in Delaware Group Equity Funds IV and related trusts, detailing corporate actions and financial reporting.

Risk Assessment

Risk Level: low — This is a routine disclosure filing (DEFA14A) and does not indicate any immediate financial distress or significant operational changes.

Key Numbers

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

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS IV (company) — Filer of the DEFA14A
  • IVY FUNDS (company) — Former name of Delaware Group Equity Funds IV
  • DELAWARE GROUP INCOME FUNDS (company) — Related filing entity
  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Related filing entity
  • 100 Independence Street, Philadelphia, PA (location) — Business and mailing address

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing, also known as a Definitive Additional Materials filing, is used to disseminate materials that are subject to the proxy rules to security holders.

Who is the primary filer in this document?

The primary filer identified is DELAWARE GROUP EQUITY FUNDS IV.

What are the fiscal year ends mentioned for the related companies?

The fiscal year end for DELAWARE GROUP EQUITY FUNDS IV is March 31 (0331), and for DELAWARE GROUP INCOME FUNDS it is July 31 (0731).

What is the business address listed for these funds?

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

What were some previous names for the filing entities?

DELAWARE GROUP EQUITY FUNDS IV was formerly known as IVY FUNDS, W&R FUNDS INC, and WADDELL & REED FUNDS INC. DELAWARE GROUP INCOME FUNDS was formerly DELAWARE GROUP INCOME FUNDS INC.

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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