SEC Info  
    Home      Search      My Interests      Help      Sign In      Please Sign In

Delaware Group Income Funds, et al. – ‘497’ on 1/17/24

On:  Wednesday, 1/17/24, at 1:49pm ET   ·   Effective:  1/17/24   ·   Accession #:  1137439-24-420   ·   File #s:  2-13017, 2-37707, 2-57791, 2-60770, 2-75526, 2-86606, 2-87910, 2-97889, 33-00442, 33-11235, 33-11419, 33-11466, 33-11495, 33-14363, 33-40991, 33-41034, 33-45961, 33-63238, 33-67490

Previous ‘497’:  ‘497’ on 1/17/24   ·   Next:  ‘497’ on 3/25/24   ·   Latest:  ‘497’ on 3/29/24   ·   10 References:   

Find Words in Filings emoji
 
  in    Show  and   Hints

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 1/17/24  Delaware Group Income Funds       497         1/17/24    1:116K                                   Pietrzykowski Kris… R/FADelaware Corporate Bond Fund Class A (DGCAX) — Class C (DGCCX) — Class R (DGCRX) — Class R6 (DGCZX) — Institutional Class (DGCIX)Delaware Extended Duration Bond Fund Class A (DEEAX) — Class C (DEECX) — Class R (DEERX) — Class R6 (DEZRX) — Institutional Class (DEEIX)Delaware Floating Rate Fund Class A (DDFAX) — Class C (DDFCX) — Class R (DDFFX) — Class R6 (DDFZX) — Institutional Class (DDFLX)
          Delaware Group State Tax-Free Income TrustDelaware Tax-Free Pennsylvania Fund 3 Classes/Contracts
          Delaware Group Cash ReserveDelaware Investments Ultrashort Fund Institutional Class (DULTX)
          Delaware Group Ltd.-Term Government FundsDelaware Ltd.-Term Diversified Income Fund 5 Classes/ContractsDelaware Tax-Free Oregon Fund Class A (FTORX) — Institutional Class (FTOTX)
          Delaware Group Tax Free FundDelaware Tax-Free USA Fund Delaware Tax-Free USA Fund Class A (DMTFX) — Delaware Tax-Free USA Fund Class C (DUSCX) — Institutional Class (DTFIX)Delaware Tax-Free USA Intermediate Fund 3 Classes/Contracts
          Voyageur Tax Free FundsDelaware Tax-Free Minnesota Fund Delaware Tax-Free Minnesota Fund Class A (DEFFX) — Delaware Tax-Free Minnesota Fund Class C (DMOCX) — Institutional class (DMNIX)
          Delaware Group Government FundDelaware Emerging Markets Debt Corporate Fund Class A (DEDAX) — Class C (DEDCX) — Institutional Class (DEDIX)Delaware Strategic Income Fund Class A (DEGGX) — Class C (DUGCX) — Class R (DUGRX) — Institutional Class (DUGIX)
          Delaware Group Equity Funds IVDelaware Growth & Income Fund Class A (FGINX) — Class R6 (FGIQX) — Institutional Class (FGIPX)Delaware Healthcare Fund Class A (DLHAX) — Class C (DLHCX) — Class R (DLRHX) — Institutional Class (DLHIX)Delaware Opportunity Fund Class A (FIUSX) — Class CClass RClass R6 (FIVVX) — Institutional Class (FIVUX)
          Delaware Group Adviser FundsDelaware Diversified Income Fund Class A (DPDFX) — Class C (DPCFX) — Class R (DPRFX) — Class R6 (DPZRX) — Institutional Class (DPFFX)
          Delaware Group Equity Funds VDelaware Small Cap Core Fund 5 Classes/ContractsDelaware Small Cap Value Fund 5 Classes/ContractsDelaware Wealth Builder Fund 5 Classes/Contracts
          Voyageur Mutual Funds IIDelaware Tax-Free Colorado Fund Delaware Tax-Free Colorado Fund Class A (VCTFX) — Delaware Tax-Free Colorado Fund Class C (DVCTX) — Institutional Class (DCOIX)
          Ivy Variable Insurance PortfoliosMacquarie VIP Asset Strategy Series ServiceMacquarie VIP Balanced Series ServiceMacquarie VIP Core Equity Series ServiceMacquarie VIP Corporate Bond Series ServiceMacquarie VIP Energy Series ServiceStandardMacquarie VIP Global Growth Series ServiceMacquarie VIP Growth Series ServiceMacquarie VIP High Income Series ServiceStandardMacquarie VIP International Core Equity Series ServiceMacquarie VIP Ltd.-Term Bond Series ServiceMacquarie VIP Mid Cap Growth Series ServiceStandardMacquarie VIP Natural Resources Series ServiceMacquarie VIP Pathfinder Aggressive Series ServiceMacquarie VIP Pathfinder Conservative Series ServiceMacquarie VIP Pathfinder Moderate – Managed Volatility Series ServiceMacquarie VIP Pathfinder Moderate Series ServiceMacquarie VIP Pathfinder Moderately Aggressive – Managed Volatility Series ServiceMacquarie VIP Pathfinder Moderately Aggressive Series ServiceMacquarie VIP Pathfinder Moderately Conservative – Managed Volatility Series ServiceMacquarie VIP Pathfinder Moderately Conservative Series ServiceMacquarie VIP Science & Technology Series ServiceStandardMacquarie VIP Smid Cap Core Series ServiceMacquarie VIP Value Series Service
          Delaware Vip TrustMacquarie VIP Emerging Markets Series ServiceStandardMacquarie VIP Fund for Income Series ServiceStandardMacquarie VIP Growth & Income Series StandardMacquarie VIP Growth Equity Series StandardMacquarie VIP Investment Grade Series ServiceStandardMacquarie VIP Ltd. Duration Bond Series StandardMacquarie VIP Opportunity Series StandardMacquarie VIP Small Cap Value Series ServiceStandardMacquarie VIP Total Return Series ServiceStandard
          Delaware Pooled TrustDelaware Global Listed Real Assets Fund Class A (DPREX) — Class C (DPRCX) — Class R (DPRRX) — Class R6 (DPRDX) — Institutional Class (DPRSX)
          Delaware Group Global & International FundsDelaware Emerging Markets Fund Class A (DEMAX) — Class C (DEMCX) — Class R (DEMRX) — Class R6Institutional Class (DEMIX)
          Ivy FundsDelaware Climate Solutions Fund Class A (IEYAX) — Class C (IEYCX) — Class I (IVEIX) — Class R (IYEFX) — Class R6 (IENRX) — Class Y (IEYYX)Delaware Ivy Asset Strategy Fund Class A (WASAX) — Class C (WASCX) — Class I (IVAEX) — Class R (IASRX) — Class R6 (IASTX) — Class Y (WASYX)Delaware Ivy Balanced Fund Class A (IBNAX) — Class C (IBNCX) — Class I (IYBIX) — Class R (IYBFX) — Class R6 (IBARX) — Class Y (IBNYX)Delaware Ivy Core Equity Fund Class A (WCEAX) — Class C (WTRCX) — Class I (ICIEX) — Class R (IYCEX) — Class R6 (ICEQX) — Class Y (WCEYX)Delaware Ivy Global Bond Fund Class A (IVSAX) — Class C (IVSCX) — Class I (IVSIX) — Class R (IYGOX) — Class R6 (IVBDX) — Class Y (IVSYX)Delaware Ivy Global Growth Fund Class A (IVINX) — Class C (IVNCX) — Class I (IGIIX) — Class R (IYIGX) — Class R6 (ITGRX) — Class Y (IVIYX)Delaware Ivy High Income Fund Class A (WHIAX) — Class C (WRHIX) — Class I (IVHIX) — Class R (IYHIX) — Class R6 (IHIFX) — Class Y (WHIYX)Delaware Ivy International Core Equity Fund Class A (IVIAX) — Class C (IVIFX) — Class I (ICEIX) — Class R (IYITX) — Class R6 (IINCX) — Class Y (IVVYX)Delaware Ivy Large Cap Growth Fund Class A (WLGAX) — Class C (WLGCX) — Class I (IYGIX) — Class R (WLGRX) — Class R6 (ILGRX) — Class Y (WLGYX)Delaware Ivy Mid Cap Growth Fund Class A (WMGAX) — Class C (WMGCX) — Class I (IYMIX) — Class R (WMGRX) — Class R6 (IGRFX) — Class Y (WMGYX)Delaware Ivy Mid Cap Income Opportunities Fund Class A (IVOAX) — Class C (IVOCX) — Class I (IVOIX) — Class R (IVORX) — Class R6 (IVOSX) — Class Y (IVOYX)Delaware Ivy Multi-Asset Income Fund Class A (IMAAX) — Class C (IMACX) — Class I (IMAIX) — Class R6 (IMURX) — Class Y (IMAYX)Delaware Ivy Natural Resources Fund Class A (IGNAX) — Class C (IGNCX) — Class I (IGNIX) — Class R (IGNRX) — Class R6 (INRSX) — Class Y (IGNYX)Delaware Ivy Science & Technology Fund Class A (WSTAX) — Class C (WSTCX) — Class I (ISTIX) — Class R (WSTRX) — Class R6 (ISTNX) — Class Y (WSTYX)Delaware Ivy Smid Cap Core Fund Class A (IYSAX) — Class C (IYSCX) — Class I (IVVIX) — Class R (IYSMX) — Class R6 (ISPVX) — Class Y (IYSYX)Delaware Ivy Systematic Emerging Markets Equity Fund Class A (IPOAX) — Class C (IPOCX) — Class I (IPOIX) — Class R (IYPCX) — Class R6 (IMEGX) — Class Y (IPOYX)Delaware Ivy Wilshire Global Allocation Fund Class A (IWGAX) — Class C (IWGCX) — Class I (IWGIX) — Class R6 (IWGNX)Delaware Real Estate Securities Fund Class A (IRSAX) — Class C (IRSCX) — Class I (IREIX) — Class R (IRSRX) — Class R6 (IRSEX) — Class Y (IRSYX)
          Voyageur Mutual FundsDelaware Minnesota High-Yield Municipal Bond Fund 3 Classes/ContractsDelaware National High-Yield Municipal Bond Fund 3 Classes/ContractsDelaware Tax-Free California Fund Delaware Tax-Free California Fund Class A (DVTAX) — Delaware Tax-Free California Fund Class C (DVFTX) — Institutional Class (DCTIX)Delaware Tax-Free Idaho Fund Delaware Tax-Free Idaho Fund Class A (VIDAX) — Delaware Tax-Free Idaho Fund Class C (DVICX) — Institutional Class (DTIDX)Delaware Tax-Free New York Fund Delaware Tax-Free New York Fund Class A (FTNYX) — Delaware Tax-Free New York Fund Class C (DVFNX) — Institutional Class (DTNIX)
          Delaware Group Equity Funds IIDelaware Value Fund 5 Classes/Contracts
          Voyageur Insured FundsDelaware Tax-Free Arizona Fund Delaware Tax-Free Arizona Fund Class A (VAZIX) — Delaware Tax-Free Arizona Fund Class C (DVACX) — Institutional Class (DAZIX)

Definitive Material   —   Rule 497   —   ICA’40

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 497         Definitive Material                                 HTML     58K 


This is an HTML Document rendered as filed.  [ Alternative Formats ]



 C: 
Delaware Funds by Macquarie®

Supplement to the current Summary and Statutory Prospectuses (as applicable) and
Statement of Additional Information (the “SAI”) for each Delaware Fund (each a “Fund” and together, the “Funds”)

1.
Fund Name Changes

Retail Funds

Effective on or about December 31, 2024, the name of each Fund listed below is changed as follows and each related reference is hereby replaced in the Fund’s applicable Prospectuses and SAI:

Current Name
New Name
Retail Funds
Delaware Climate Solutions Fund
Macquarie Climate Solutions Fund
Delaware Corporate Bond Fund
Macquarie Corporate Bond Fund
Delaware Diversified Income Fund
Macquarie Diversified Income Fund
Delaware Emerging Markets Debt Corporate Fund
Macquarie Emerging Markets Debt Corporate Fund
Delaware Emerging Markets Fund
Macquarie Emerging Markets Fund
Delaware Extended Duration Bond Fund
Macquarie Extended Duration Bond Fund
Delaware Floating Rate Fund
Macquarie Floating Rate Fund
Delaware Global Listed Real Assets Fund
Macquarie Global Listed Real Assets Fund
Delaware Growth and Income Fund
Macquarie Growth and Income Fund
Delaware Healthcare Fund
Macquarie Healthcare Fund
Delaware Investments Ultrashort Fund
Macquarie Ultrashort Fund
Delaware Ivy Asset Strategy Fund
Macquarie Asset Strategy Fund
Delaware Ivy Balanced Fund
Macquarie Balanced Fund
Delaware Ivy Core Equity Fund
Macquarie Core Equity Fund
Delaware Ivy Global Bond Fund
Macquarie Global Bond Fund
Delaware Ivy Global Growth Fund
Macquarie Global Growth Fund
Delaware Ivy High Income Fund
Macquarie High Income Fund
Delaware Ivy International Core Equity Fund
Macquarie International Core Equity Fund
Delaware Ivy Large Cap Growth Fund
Macquarie Large Cap Growth Fund
Delaware Ivy Mid Cap Growth Fund
Macquarie Mid Cap Growth Fund
Delaware Ivy Mid Cap Income Opportunities Fund
Macquarie Mid Cap Income Opportunities Fund
Delaware Ivy Multi-Asset Income Fund
Macquarie Multi-Asset Income Fund
Delaware Ivy Natural Resources Fund
Macquarie Natural Resources Fund
Delaware Ivy Science and Technology Fund
Macquarie Science and Technology Fund
Delaware Ivy Smid Cap Core Fund
Macquarie Smid Cap Core Fund
Delaware Ivy Systematic Emerging Markets Equity Fund
Macquarie Systematic Emerging Markets Equity Fund
Delaware Ivy Wilshire Global Allocation Fund
Macquarie Wilshire Global Allocation Fund
Delaware Limited-Term Diversified Income Fund
Macquarie Limited-Term Diversified Income Fund
Delaware Minnesota High-Yield Municipal Bond Fund
Macquarie Minnesota High-Yield Municipal Bond Fund
Delaware National High-Yield Municipal Bond Fund
Macquarie National High-Yield Municipal Bond Fund
Delaware Opportunity Fund
Macquarie Opportunity Fund
Delaware Real Estate Securities Fund
Macquarie Real Estate Securities Fund
Delaware Small Cap Core Fund
Macquarie Small Cap Core Fund
Delaware Small Cap Value Fund
Macquarie Small Cap Value Fund
Delaware Strategic Income Fund
Macquarie Strategic Income Fund


Current Name
New Name
Delaware Tax-Free Arizona Fund
Macquarie Tax-Free Arizona Fund
Delaware Tax-Free California Fund
Macquarie Tax-Free California Fund
Delaware Tax-Free Colorado Fund
Macquarie Tax-Free Colorado Fund
Delaware Tax-Free Idaho Fund
Macquarie Tax-Free Idaho Fund
Delaware Tax-Free Minnesota Fund
Macquarie Tax-Free Minnesota Fund
Delaware Tax-Free New York Fund
Macquarie Tax-Free New York Fund
Delaware Tax-Free Oregon Fund
Macquarie Tax-Free Oregon Fund
Delaware Tax-Free Pennsylvania Fund
Macquarie Tax-Free Pennsylvania Fund
Delaware Tax-Free USA Fund
Macquarie Tax-Free USA Fund
Delaware Tax-Free USA Intermediate Fund
Macquarie Tax-Free USA Intermediate Fund
Delaware Value Fund
Macquarie Value Fund
Delaware Wealth Builder Fund
Macquarie Wealth Builder Fund


Variable Insurance Product Funds

Effective the date of the applicable 2024 prospectus, the name of each Fund listed below is changed as follows and each related reference is hereby replaced in the Fund’s applicable Prospectuses and SAI:

Current Name
New Name
Delaware Ivy VIP Asset Strategy
Macquarie VIP Asset Strategy Series
Delaware Ivy VIP Balanced
Macquarie VIP Balanced Series
Delaware Ivy VIP Core Equity
Macquarie VIP Core Equity Series
Delaware Ivy VIP Corporate Bond
Macquarie VIP Corporate Bond Series
Delaware Ivy VIP Energy
Macquarie VIP Energy Series
Delaware Ivy VIP Global Growth
Macquarie VIP Global Growth Series
Delaware Ivy VIP Growth
Macquarie VIP Growth Series
Delaware Ivy VIP High Income
Macquarie VIP High Income Series
Delaware Ivy VIP International Core Equity
Macquarie VIP International Core Equity Series
Delaware Ivy VIP Limited-Term Bond
Macquarie VIP Limited-Term Bond Series
Delaware Ivy VIP Mid Cap Growth
Macquarie VIP Mid Cap Growth Series
Delaware Ivy VIP Natural Resources
Macquarie VIP Natural Resources Series
Delaware Ivy VIP Pathfinder Aggressive
Macquarie VIP Pathfinder Aggressive Series
Delaware Ivy VIP Pathfinder Conservative
Macquarie VIP Pathfinder Conservative Series
Delaware Ivy VIP Pathfinder Moderate
Macquarie VIP Pathfinder Moderate Series
Delaware Ivy VIP Pathfinder Moderately Aggressive
Macquarie VIP Pathfinder Moderately Aggressive Series
Delaware Ivy VIP Pathfinder Moderately Conservative
Macquarie VIP Pathfinder Moderately Conservative Series
Delaware Ivy VIP Pathfinder Moderately Aggressive – Managed Volatility
Macquarie VIP Pathfinder Moderately Aggressive - Managed Volatility Series
Delaware Ivy VIP Pathfinder Moderately Conservative – Managed Volatility
Macquarie VIP Pathfinder Moderately Conservative - Managed Volatility Series
Delaware Ivy VIP Pathfinder Moderate – Managed Volatility
Macquarie VIP Pathfinder Moderate - Managed Volatility Series
Delaware Ivy VIP Science and Technology
Macquarie VIP Science and Technology Series
Delaware Ivy VIP Smid Cap Core
Macquarie VIP Smid Cap Core Series
Delaware Ivy VIP Value
Macquarie VIP Value Series
Delaware VIP Emerging Markets Series
Macquarie VIP Emerging Markets Series
Delaware VIP Fund for Income Series
Macquarie VIP Fund for Income Series
Delaware VIP Growth and Income Series
Macquarie VIP Growth and Income Series
Delaware VIP Growth Equity Series Macquarie VIP Growth Equity Series
Delaware VIP Investment Grade Series Macquarie VIP Investment Grade Series

2

Current Name
New Name
Delaware VIP Limited Duration Bond Series
Macquarie VIP Limited Duration Bond Series
Delaware VIP Opportunity Series
Macquarie VIP Opportunity Series
Delaware VIP Small Cap Value Series
Macquarie VIP Small Cap Value Series
Delaware VIP Total Return Series
Macquarie VIP Total Return Series

2.
Share Class Name Changes

The share class name for the share classes listed below for each applicable Fund will be changed as follows and each related reference is hereby replaced in the Fund’s applicable Prospectuses and SAI on the applicable effective date:

Current Name
New Name
Effective Date
Retail Funds
   
Class I
Institutional Class
On or about December 31, 2024
     
Variable Insurance Product Funds
   
Class I
Standard Class
Date of the applicable 2024 prospectus
Class II
Service Class
Date of the applicable 2024 prospectus


Because everyone’s tax situation is unique, you should consult your tax professional about federal, state, local, or foreign tax consequences before making an investment in a Fund or acting on a distribution check.

Delaware Management Company is an indirect wholly owned subsidiary of Macquarie Group Limited (MGL). None of the entities noted in this document is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia) and the obligations of these entities do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (Macquarie Bank). Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these entities. In addition, if this document relates to an investment (a) each investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group company guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

Please keep this Supplement for future reference.

This Supplement is dated January 17, 2024.
3

Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘497’ Filing    Date    Other Filings
12/31/24
Filed on / Effective on:1/17/24497,  497K,  N-14
 List all Filings 


10 Subsequent Filings that Reference this Filing

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 3/06/24  Delaware Group Adviser Funds      497         3/06/24    1:15M                                    Pietrzykowski Kris… R/FA
 3/06/24  Delaware Group Equity Funds II    497         3/06/24    1:15M                                    Pietrzykowski Kris… R/FA
 3/06/24  Ivy Funds                         497         3/06/24    1:15M                                    Pietrzykowski Kris… R/FA
 3/04/24  Ivy Funds                         497         3/04/24    1:2M                                     Pietrzykowski Kris… R/FA
 3/01/24  Delaware Group Adviser Funds      N-14/A                12:15M                                    Pietrzykowski Kris… R/FA
 3/01/24  Delaware Group Equity Funds II    N-14/A                12:15M                                    Pietrzykowski Kris… R/FA
 3/01/24  Ivy Funds                         N-14/A                12:15M                                    Pietrzykowski Kris… R/FA
 2/27/24  Delaware Gp Ltd.-Term Gov’t Funds 497         2/27/24    1:1.8M                                   Pietrzykowski Kris… R/FA
 2/26/24  Voyageur Tax Free Funds           497         2/26/24    1:1.4M                                   Pietrzykowski Kris… R/FA
 2/23/24  Ivy Variable Insurance Portfolios N-14/A                 2:2.6M                                   Pietrzykowski Kris… R/FA
Top
Filing Submission 0001137439-24-000420   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

Copyright © 2024 Fran Finnegan & Company LLC – All Rights Reserved.
AboutPrivacyRedactionsHelp — Tue., May 14, 8:12:07.7am ET