Ivy Funds Files DEFA14A for Delaware Group Equity Funds V

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

Sentiment: neutral

Topics: disclosure, fund-administration, governance

TL;DR

Ivy Funds dropped the DEFA14A for Delaware Group Equity Funds V. Governance stuff.

AI Summary

This DEFA14A filing concerns the Delaware Group Equity Funds V, with the primary filer being Ivy Funds. The filing details administrative and governance matters for the fund, including information about its structure and operations. The address for Ivy Funds is 100 Independence Street, Philadelphia, PA 19106-2354.

Why It Matters

This filing provides crucial information for investors in the Delaware Group Equity Funds V, outlining the governance and operational details of their investment vehicle.

Risk Assessment

Risk Level: low — This filing is a routine disclosure (DEFA14A) and does not appear to contain information indicating significant new risks.

Key Players & Entities

  • IVY FUNDS (company) — Filer and successor name
  • DELAWARE GROUP EQUITY FUNDS V (company) — Fund name
  • 100 INDEPENDENCE STREET (location) — Business and mailing address
  • PHILADELPHIA (location) — City for business and mailing address
  • PA (location) — State for business and mailing address
  • 19106-2354 (location) — ZIP code for business and mailing address
  • DELAWARE GROUP INCOME FUNDS (company) — Former company name
  • W&R FUNDS INC (company) — Former company name
  • WADDELL & REED FUNDS INC (company) — Former company name

FAQ

Who is the primary filer for this DEFA14A?

The primary filer is Ivy Funds, with Central Index Key 0000883622.

What is the filing type and date?

The filing type is DEFA14A, and it was filed as of October 6, 2025.

What is the business address of Ivy Funds?

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

What were some previous names of Ivy Funds?

Previous names for Ivy Funds include Ivy Funds Inc, W&R Funds Inc, and Waddell & Reed Funds Inc.

What is the fiscal year end for Ivy Funds?

The fiscal year end for Ivy Funds is March 31 (0331).

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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