Delaware Group Funds II Filing: Ivy Funds & Income Funds
| Field | Detail |
|---|---|
| Company | Delaware Group Equity Funds II |
| Form Type | DEFA14A |
| Filed Date | Sep 26, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: fund-filing, corporate-structure, historical-data
TL;DR
Ivy Funds & Delaware Group Income Funds filing shows historical fund name changes. No major financial news.
AI Summary
This DEFA14A filing concerns the Delaware Group Equity Funds II, with Ivy Funds (Central Index Key: 0000883622) and Delaware Group Income Funds (Central Index Key: 0000027825) listed as filers. The filing details changes related to these funds, including historical name changes for Ivy Funds and Delaware Group Income Funds, indicating corporate restructuring or rebranding efforts over time. The primary business address for both entities is 610 Market Street, Philadelphia, PA.
Why It Matters
This filing provides insight into the corporate structure and historical evolution of investment funds managed by Ivy Funds and Delaware Group, which may impact investors' understanding of fund governance and identity.
Risk Assessment
Risk Level: low — The filing is primarily informational, detailing historical corporate name changes and addresses, with no immediate financial risks or significant events disclosed.
Key Players & Entities
- DELAWARE GROUP EQUITY FUNDS II (company) — Filing subject
- IVY FUNDS (company) — Filer and former company name
- DELAWARE GROUP INCOME FUNDS (company) — Filer and former company name
- 100 INDEPENDENCE STREET (address) — Business and mailing address
- 610 MARKET STREET (address) — Business and mailing address
- PHILADELPHIA (location) — City for business and mailing address
- PA (location) — State for business and mailing address
- 19106-2354 (zip_code) — ZIP code for business and mailing address
FAQ
What is the primary purpose of this DEFA14A filing?
This DEFA14A filing is primarily informational, detailing corporate structure and historical name changes for funds associated with Ivy Funds and Delaware Group Income Funds.
Who are the main entities involved in this filing?
The main entities involved are Delaware Group Equity Funds II, Ivy Funds, and Delaware Group Income Funds.
What are the historical name changes mentioned for Ivy Funds?
Ivy Funds was formerly known as WADDELL & REED FUNDS INC and W&R FUNDS INC, with name changes occurring on 19920717 and 20000829, respectively.
What is the business address provided for the filers?
The business address provided for both Ivy Funds and Delaware Group Income Funds is 610 Market Street, Philadelphia, PA, 19106-2354.
Does this filing indicate any recent significant financial transactions or events?
No, this filing appears to be primarily historical and structural, detailing past name changes and addresses rather than recent significant financial transactions or events.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on September 26, 2025 regarding DELAWARE GROUP EQUITY FUNDS II.