Delaware Group Equity Funds IV Filing

Delaware Group Equity Funds IV DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds IV
Form TypeDEFA14A
Filed DateOct 6, 2025
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-filing, corporate-history

TL;DR

DEFA14A filed for Delaware Group Equity Funds IV, based in Philly. Old names: Ivy Funds, W&R Funds.

AI Summary

This DEFA14A filing concerns Delaware Group Equity Funds IV, with its principal executive offices located at 100 Independence Street, Philadelphia, PA. The filing details information related to the company's structure and operations, including its fiscal year end of March 31st. It also references former company names such as Ivy Funds Inc. and Waddell & Reed Funds Inc., indicating historical changes in corporate identity.

Why It Matters

This filing provides essential disclosure for investors and stakeholders regarding the governance and operational details of the Delaware Group Equity Funds IV, ensuring transparency in financial reporting.

Risk Assessment

Risk Level: low — This filing is a routine disclosure document (DEFA14A) and does not inherently present new financial risks.

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS IV (company) — Filer
  • IVY FUNDS (company) — Former Company Name
  • W&R FUNDS INC (company) — Former Company Name
  • WADDELL & REED FUNDS INC (company) — Former Company Name
  • 100 INDEPENDENCE STREET (location) — Business Address
  • PHILADELPHIA (location) — City
  • PA (location) — State
  • 19106-2354 (postal_code) — ZIP Code

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing is a definitive proxy statement filed with the SEC by companies to solicit proxies from shareholders for an upcoming shareholder meeting.

What is the fiscal year end for Delaware Group Equity Funds IV?

The fiscal year end for Delaware Group Equity Funds IV is March 31st.

What are some of the former names of Ivy Funds?

Former names of Ivy Funds include Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc.

Where are the principal executive offices of Delaware Group Equity Funds IV located?

The principal executive offices are located at 100 Independence Street, Philadelphia, PA 19106-2354.

What is the SEC Act under which this filing is made?

This filing is made under the 1934 Act.

Filing Stats: 313 words · 1 min read · ~1 pages · Grade level 10.2 · Accepted 2025-10-06 13:03:03

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 (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:

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