Ivy Funds Files DEFA14A Proxy Statement

Ivy Funds DEFA14A Filing Summary
FieldDetail
CompanyIvy Funds
Form TypeDEFA14A
Filed DateSep 26, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, shareholder-meeting, corporate-governance

TL;DR

Ivy Funds dropped its proxy statement, time to vote!

AI Summary

Ivy Funds filed a DEFA14A, a definitive proxy statement, on September 26, 2025. This filing pertains to the company's shareholder meeting and related proposals. The document provides details on corporate governance and voting matters for shareholders of Ivy Funds.

Why It Matters

This filing is important for shareholders as it outlines proposals and information necessary for them to vote on key company matters at upcoming meetings.

Risk Assessment

Risk Level: low — A DEFA14A filing is a routine disclosure of proxy information and does not inherently indicate financial risk.

Key Players & Entities

  • IVY FUNDS (company) — Filer of the DEFA14A
  • DELAWARE GROUP INCOME FUNDS (company) — Related entity with previous name changes
  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Related entity with previous name changes
  • 100 INDEPENDENCE STREET (location) — Business and mailing address
  • PHILADELPHIA, PA (location) — City and State of business address

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a definitive proxy statement filed with the SEC, providing shareholders with information about matters to be voted on at a shareholder meeting.

When was this DEFA14A filing made by Ivy Funds?

This DEFA14A filing was made on September 26, 2025.

What is the fiscal year end for Ivy Funds?

The fiscal year end for Ivy Funds is March 31.

What is the business address listed for Ivy Funds?

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

What are some of the former names of the related entities mentioned?

Former names include W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Delchester High Yield Bond Fund Inc., and Delchester Bond Fund 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.

View Full Filing

View this DEFA14A filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.