Delaware Group Funds V DEFA14A Filing

Delaware Group Equity Funds V DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds V
Form TypeDEFA14A
Filed DateOct 20, 2025
Risk Levellow
Pages3
Reading Time3 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-administration, corporate-governance

TL;DR

Delaware Group Funds V filing is out, covering admin and governance. No major financial news.

AI Summary

This DEFA14A filing concerns Delaware Group Equity Funds V, IV, and other related entities, primarily detailing administrative and governance matters. The filing, submitted on October 20, 2025, involves entities previously known as Ivy Funds Inc. and Waddell & Reed Funds Inc., with business operations managed from Philadelphia, PA.

Why It Matters

This filing provides insight into the corporate governance and administrative structure of the Delaware Group Equity Funds, which can impact investor confidence and fund management practices.

Risk Assessment

Risk Level: low — The filing is a routine disclosure (DEFA14A) related to fund administration and governance, not indicating any immediate financial distress or significant operational changes.

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS V (company) — Filer
  • IVY FUNDS (company) — Former Company Name
  • DELAWARE GROUP EQUITY FUNDS IV (company) — Filer
  • WADDELL & REED FUNDS INC (company) — Former Company Name
  • 100 INDEPENDENCE STREET (location) — Business Address
  • 610 MARKET STREET (location) — Business Address
  • PHILADELPHIA (location) — City

FAQ

What is the primary purpose of this DEFA14A filing?

This DEFA14A filing is a definitive proxy statement, typically used to solicit proxies from shareholders for an annual or special meeting of shareholders, or to provide information about corporate governance and administrative matters.

Which entities are listed as filers or former companies?

The filing lists Delaware Group Equity Funds V and Delaware Group Equity Funds IV as filers. Former company names include Ivy Funds Inc., W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Equity Funds IV Inc., Delaware Group Delcap Fund Inc., and Delcap Fund Inc.

What is the business address for the listed companies?

The business address provided is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

When was this filing submitted?

This filing was submitted on October 20, 2025.

What is the fiscal year end for these funds?

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

Filing Stats: 870 words · 3 min read · ~3 pages · Grade level 8.8 · Accepted 2025-10-20 13:13:26

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 IV Delaware Group Equity Funds V Delaware Group Income Funds 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: It is important that we speak with you. Please call toll-free (866) 829-0541 . At the time of the call, please have your control number ready listed on your voting information form. IMPORTANT NOTICE – SECOND REQUEST Dear Shareholder: Recently, we have sent you materials about your investment in the Macquarie Funds and as a shareholder, your voice matters. Please call today – it only takes a moment, and you won't receive further mailings or emails once your vote is recorded. We have tried unsuccessfully to contact you by mail and/or email for a response. This matter pertains to a time-sensitive initiative for your Fund. Your response is critical to the success of this initiative. The shareholder meeting was originally scheduled for September 10, 2025. Due to insufficient votes, the meeting will be adjourned again. Please call EQ Fund Solutions toll-free at (866) 829-0541 available Monday through Friday from 9:00am to 11:00pm Eastern Time and Saturday and Sunday from 11:00am to 7:00pm Eastern Time. We look forward to your call. There is no confidential information required. At the time of the call, please have your control number ready listed on your voting information form. Thank you for being a valued member of the Macquarie Funds family. Macquarie Funds, 100 Independence 610 Market Street Philadelphia, Pennsylvania 19106-2354 macquarie.com/USfunds It is important that we speak with you. Please call toll-free (866) 829-0541 . At the time of the call, please have your control number ready listed on your voting information form. IMPORTANT NOTICE – THIRD REQUEST Dear Shareholder: Recently, we have sent you materials about your investment in the Macquarie Funds and as a shareholder, your voice matters. Please call today – it only takes a moment, and you won't receive further mailings or emails once your vote is recorded. We have tried unsuccessfully to contact you by mail and/or email for a response. This matter pertains to a time-sensitive initiative for your Fund. Your response is critical to the success of this initiative. The shareholder meeting was originally scheduled for September 10, 2025. Due to insufficient votes, the meeting will be adjourned again. Please call EQ Fund Solutions toll-free at (866) 829-0541 available Monday through Friday from 9:00am to 11:00pm Eastern Time and Saturday and Sunday from 11:00am to 7:00pm Eastern Time. We look forward to your call. There is no confidential information required. At the time of the call, please have your control number ready listed on your voting information form. Thank you for being a valued member of the Macquarie Funds family. Macquarie Funds, 100 Independence 610 Market Street Philadelphia, Pennsylvania 19106-2354 macquarie.com/USfunds The [ ] special shareholder meeting has been further adjourned to [ ]. We were wondering if [ ] might be able to formally note that they ABSTAIN, which is neither voting FOR or AGAINST. Any votes will be helpful to establish participation to hold the meeting and avoid another adjournment. INITIAL MESSAGE: "Hello. The Macquarie Funds Special Meeting of Shareholders has once again been adjourned to [ ]. Pleas

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