Ivy Funds Files DEFA14A for Delaware Group Income Funds
| Field | Detail |
|---|---|
| Company | Delaware Group Income Funds |
| Form Type | DEFA14A |
| Filed Date | Sep 26, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, corporate-structure, fund-management
TL;DR
Ivy Funds (formerly Waddell & Reed) filed DEFA14A for Delaware Group Income Funds, detailing corporate structure and history.
AI Summary
This DEFA14A filing concerns Delaware Group Income Funds, with the primary filer being Ivy Funds. The filing details the company's structure and historical name changes, including previous names like Waddell & Reed Funds Inc. and Delaware Group Delchester High Yield Bond Fund Inc. The filing is dated September 26, 2025.
Why It Matters
This filing provides essential corporate governance and structural information for investors and stakeholders of the Delaware Group Income Funds, managed under the Ivy Funds umbrella.
Risk Assessment
Risk Level: low — This filing is a routine disclosure (DEFA14A) and does not contain information indicating significant financial risk or operational changes.
Key Players & Entities
- Ivy Funds (company) — Primary filer
- Delaware Group Income Funds (company) — Subject of the filing
- Waddell & Reed Funds Inc. (company) — Former name of Ivy Funds
- Delaware Group Delchester High Yield Bond Fund Inc. (company) — Former name of Delaware Group Income Funds
- 0002071844-25-000079 (filing_id) — Accession number for the filing
FAQ
Who is the primary filer for this DEFA14A?
The primary filer is Ivy Funds, with Central Index Key 0000883622.
What is the subject of this DEFA14A filing?
The filing concerns Delaware Group Income Funds, with Central Index Key 0000027825.
What is the filing date of this document?
The filing date is September 26, 2025.
What are some of the former names of Ivy Funds mentioned in the filing?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc.
What is the business address provided for both Ivy Funds and Delaware Group Income Funds?
The business address for both entities is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Filing Stats: 428 words · 2 min read · ~1 pages · Grade level 11.8 · Accepted 2025-09-26 11:34:30
Filing Documents
- mac09262025defa14a.htm (DEFA14A) — 12KB
- image00001.jpg (GRAPHIC) — 84KB
- 0002071844-25-000079.txt ( ) — 167KB
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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.