0001137439-23-000718.txt : 20230531 0001137439-23-000718.hdr.sgml : 20230531 20230531153424 ACCESSION NUMBER: 0001137439-23-000718 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230531 DATE AS OF CHANGE: 20230531 EFFECTIVENESS DATE: 20230531 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS CENTRAL INDEX KEY: 0000357059 IRS NUMBER: 232448704 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-75526 FILM NUMBER: 23980734 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE GROUP LIMITED TERM GOVERNMENT FUNDS DATE OF NAME CHANGE: 19991223 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE GROUP LIMITED TERM GOVERNMENT FUNDS INC DATE OF NAME CHANGE: 19950828 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE GROUP TREASURY RESERVES INC DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DELAWARE GROUP TAX FREE FUND CENTRAL INDEX KEY: 0000728352 IRS NUMBER: 232448684 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-86606 FILM NUMBER: 23980741 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE GROUP TAX FREE FUND INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: DMC TAX FREE INCOME USA INC DATE OF NAME CHANGE: 19890904 FORMER COMPANY: FORMER CONFORMED NAME: DMC TAX FREE BOND FUND INC DATE OF NAME CHANGE: 19831122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VOYAGEUR TAX FREE FUNDS CENTRAL INDEX KEY: 0000733362 IRS NUMBER: 411473323 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-87910 FILM NUMBER: 23980735 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR TAX FREE FUNDS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR MINNESOTA TAX FREE FUNDS INC DATE OF NAME CHANGE: 19910226 FORMER COMPANY: FORMER CONFORMED NAME: DOUBLE EXEMPT FLEX FUND INC DATE OF NAME CHANGE: 19900131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VOYAGEUR MUTUAL FUNDS CENTRAL INDEX KEY: 0000906236 IRS NUMBER: 411720518 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-63238 FILM NUMBER: 23980737 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR MUTUAL FUNDS INC DATE OF NAME CHANGE: 19930714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VOYAGEUR INSURED FUNDS CENTRAL INDEX KEY: 0000809064 IRS NUMBER: 411686735 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-11235 FILM NUMBER: 23980739 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR INSURED FUNDS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR MINNESOTA INSURED FUNDS INC DATE OF NAME CHANGE: 19910926 FORMER COMPANY: FORMER CONFORMED NAME: MINNESOTA INSURED FUND INC DATE OF NAME CHANGE: 19900131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VOYAGEUR MUTUAL FUNDS II CENTRAL INDEX KEY: 0000809872 IRS NUMBER: 841044878 STATE OF INCORPORATION: DE FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-11495 FILM NUMBER: 23980736 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR MUTUAL FUNDS INC-II DATE OF NAME CHANGE: 19940328 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR COLORADO TAX FREE FUND INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: COLORADO DOUBLE TAX EXEMPT FUND INC DATE OF NAME CHANGE: 19900625 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IVY FUNDS CENTRAL INDEX KEY: 0000883622 IRS NUMBER: 481112076 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-45961 FILM NUMBER: 23980740 BUSINESS ADDRESS: STREET 1: 6300 LAMAR AVE CITY: OVERLAND PARK STATE: KS ZIP: 66202 BUSINESS PHONE: 9132362000 MAIL ADDRESS: STREET 1: P O BOX 29217 CITY: SHAWNEE MISSION STATE: KS ZIP: 66201-9217 FORMER COMPANY: FORMER CONFORMED NAME: IVY FUNDS INC DATE OF NAME CHANGE: 20030630 FORMER COMPANY: FORMER CONFORMED NAME: W&R FUNDS INC DATE OF NAME CHANGE: 20000829 FORMER COMPANY: FORMER CONFORMED NAME: WADDELL & REED FUNDS INC DATE OF NAME CHANGE: 19920717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DELAWARE GROUP STATE TAX-FREE INCOME TRUST CENTRAL INDEX KEY: 0000201670 IRS NUMBER: 232021993 STATE OF INCORPORATION: DE FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-57791 FILM NUMBER: 23980742 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18002552139 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: DELAWARE GROUP STATE TAX FREE INCOME TRUST/PA/ DATE OF NAME CHANGE: 19980423 FORMER COMPANY: FORMER CONFORMED NAME: DMC TAX FREE INCOME TRUST PA DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VOYAGEUR INTERMEDIATE TAX FREE FUNDS CENTRAL INDEX KEY: 0000773675 IRS NUMBER: 411522882 FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-99266 FILM NUMBER: 23980738 BUSINESS ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 BUSINESS PHONE: 18005231918 MAIL ADDRESS: STREET 1: 100 INDEPENDENCE STREET 2: 610 MARKET STREET CITY: PHILADELPHIA STATE: PA ZIP: 19106-2354 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR INTERMEDIATE TAX FREE FUNDS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: VOYAGEUR MINNESOTA INTERMEDIATE TAX FREE FUNDS INC DATE OF NAME CHANGE: 19920305 FORMER COMPANY: FORMER CONFORMED NAME: DOUBLE EXEMPT CAPITAL CONSERVATION FUND INC DATE OF NAME CHANGE: 19900131 0000201670 S000002393 DELAWARE TAX-FREE PENNSYLVANIA FUND C000006342 DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS A DELIX C000006344 DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS C DPTCX C000135933 Institutional Class DTPIX 0000357059 S000065934 Delaware Tax-Free New Jersey Fund C000212983 Institutional Class FINLX C000212984 Class A FINJX 0000357059 S000065936 Delaware Tax-Free Oregon Fund C000212988 Institutional Class FTOTX C000212989 Class A FTORX 0000728352 S000002403 DELAWARE TAX-FREE USA FUND C000006385 DELAWARE TAX-FREE USA FUND CLASS A DMTFX C000006387 DELAWARE TAX-FREE USA FUND CLASS C DUSCX C000074146 Institutional Class DTFIX 0000728352 S000002404 DELAWARE TAX-FREE USA INTERMEDIATE FUND C000006388 DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS A DMUSX C000006390 DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS C DUICX C000074147 Institutional Class DUSIX 0000733362 S000002418 DELAWARE TAX-FREE MINNESOTA FUND C000006427 DELAWARE TAX-FREE MINNESOTA FUND CLASS A DEFFX C000006429 DELAWARE TAX-FREE MINNESOTA FUND CLASS C DMOCX C000135932 Institutional class DMNIX 0000773675 S000002408 DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND C000006398 DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS A DXCCX C000006400 DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS C DVSCX C000135929 Institutional Class DMIIX 0000809064 S000002406 DELAWARE TAX-FREE ARIZONA FUND C000006392 DELAWARE TAX-FREE ARIZONA FUND CLASS A VAZIX C000006394 DELAWARE TAX-FREE ARIZONA FUND CLASS C DVACX C000135922 Institutional Class DAZIX 0000809872 S000002417 DELAWARE TAX-FREE COLORADO FUND C000006424 DELAWARE TAX-FREE COLORADO FUND CLASS A VCTFX C000006426 DELAWARE TAX-FREE COLORADO FUND CLASS C DVCTX C000135931 Institutional Class DCOIX 0000883622 S000006284 Delaware Ivy Municipal Bond Fund C000017259 Class A WMBAX C000017261 Class C WMBCX C000081154 Class I IMBIX C000193497 Class R6 IMBNX 0000883622 S000025600 Delaware Ivy Municipal High Income Fund C000076687 Class A IYIAX C000076689 Class C IYICX C000076690 Class I WYMHX C000076691 Class Y IYIYX C000193505 Class R6 IYINX 0000883622 S000055249 Delaware Ivy California Municipal High Income Fund C000173730 Class A IMHAX C000173731 Class C IMHCX C000173732 Class I IMHIX C000173733 Class Y IMHYX 0000906236 S000002412 DELAWARE MINNESOTA HIGH-YIELD MUNICIPAL BOND FUND C000006409 DELAWARE MINNESOTA HIGH-YIELD MUNICIPAL BOND FUND CLASS A DVMHX C000006411 DELAWARE MINNESOTA HIGH-YIELD MUNICIPAL BOND FUND CLASS C DVMMX C000135925 Institutional Class DMHIX 0000906236 S000002413 DELAWARE NATIONAL HIGH-YIELD MUNICIPAL BOND FUND C000006412 DELAWARE NATIONAL HIGH-YIELD MUNICIPAL BOND FUND CLASS A CXHYX C000006414 DELAWARE NATIONAL HIGH-YIELD MUNICIPAL BOND FUND CLASS C DVHCX C000074152 Institutional Class DVHIX 0000906236 S000002414 DELAWARE TAX-FREE CALIFORNIA FUND C000006415 DELAWARE TAX-FREE CALIFORNIA FUND CLASS A DVTAX C000006417 DELAWARE TAX-FREE CALIFORNIA FUND CLASS C DVFTX C000135926 Institutional Class DCTIX 0000906236 S000002415 DELAWARE TAX-FREE IDAHO FUND C000006418 DELAWARE TAX-FREE IDAHO FUND CLASS A VIDAX C000006420 DELAWARE TAX-FREE IDAHO FUND CLASS C DVICX C000135927 Institutional Class DTIDX 0000906236 S000002416 DELAWARE TAX-FREE NEW YORK FUND C000006421 DELAWARE TAX-FREE NEW YORK FUND CLASS A FTNYX C000006423 DELAWARE TAX-FREE NEW YORK FUND CLASS C DVFNX C000135928 Institutional Class DTNIX 497 1 delcombinedstkr05023497.htm
DELAWARE GROUP® LIMITED-TERM GOVERNMENT FUNDS
Delaware Tax-Free New Jersey Fund
Delaware Tax-Free Oregon Fund
DELAWARE GROUP STATE TAX-FREE INCOME TRUST
Delaware Tax-Free Pennsylvania Fund

DELAWARE GROUP TAX-FREE FUND
Delaware Tax-Free USA Fund
Delaware Tax-Free USA Intermediate Fund
IVY FUNDS
Delaware Ivy California Municipal High Income Fund
Delaware Ivy Municipal Bond Fund
Delaware Ivy Municipal High Income Fund

VOYAGEUR INSURED FUNDS
Delaware Tax-Free Arizona Fund

VOYAGEUR INTERMEDIATE TAX FREE FUNDS
Delaware Tax-Free Minnesota Intermediate Fund

VOYAGEUR MUTUAL FUNDS
Delaware Tax-Free California Fund
Delaware Tax-Free Idaho Fund
Delaware Tax-Free New York Fund
Delaware Minnesota High-Yield Municipal Bond Fund
Delaware National High-Yield Municipal Bond Fund

VOYAGEUR MUTUAL FUNDS II
Delaware Tax-Free Colorado Fund

VOYAGEUR TAX FREE FUNDS
Delaware Tax-Free Minnesota Fund
(each, a “Fund” and collectively, the “Funds”)

Supplement to each Fund’s Statutory Prospectus and Statement of Additional Information (“SAI”), as amended or amended and restated

On May 31, 2023 (“Effective Date”), William Roach is added as an additional portfolio manager of each Fund.

On the Effective Date, the following is added to the information in the section of each Statutory Prospectus entitled “Fund summaries — Who manages the Fund? — Investment manager”:


Portfolio managers
Title with Delaware Management Company
Start date on the Fund
William Roach
Vice President, Senior Trader, Portfolio Manager
May 2023


On the Effective Date, the information relating to Gregory A. Gizzi, Stephen J. Czepiel, Jake van Roden, and William Roach having an equal role in the management of the Funds and William Roach assuming primary responsibility for making day-to-day investment decisions for the Funds in May 2023 is added to
the first two sentences of the section of each Statutory Prospectus entitled “Who manages the Funds – Portfolio managers:”


On the Effective Date, the following is added as the last paragraph of the section of each Prospectus entitled “Who manages the Funds – Portfolio managers:”

William Roach Vice President, Senior Trader, Portfolio Manager

 •
Joined Macquarie in 2012

•
Based in Philadelphia

Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He is also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income, a position he has held since March 2019.
Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst.
He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations.

On the Effective Date, the following information as of April 30, 2023, is added to the section of the SAI entitled “Portfolio Managers – Other Accounts Managed”:

Name of Portfolio
Manager or Team Member
Type of Accounts
No. of Accounts Managed
Total Assets Managed
No. of Accounts with Performance-Based Fees
Total Assets in Accounts with Performance-Based Fees
William Roach
Registered Investment Companies:
0
$0
0
$0
 
Other Pooled Investment Vehicles:
0
$0
0
 $0
 
Other Accounts:
0
$0
0
 $0

On the Effective Date, the following information as of April 30, 2023, is added to the section of the SAI of Delaware National High-Yield Municipal Bond Fund and Delaware Tax-Free USA Fund entitled “Portfolio Managers – Ownership of Fund Shares”:

       
Portfolio Manager
Fund
Dollar Range of Fund Shares Owned​1,2
  
William Roach
National High-Yield Fund
$10,001-$50,000
  
 
USA Fund
$10,001-$50,000
  
 
  
1
Includes Fund shares beneficially owned by portfolio manager and immediate family members sharing the same household.
2
The ranges for Fund share ownership by portfolio managers are: None; $1-$10,000; $10,001-$50,000; $50,001-$100,000; $100,001-$500,000; $500,001-$1 million; or over $1 million.


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 (if applicable).
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 May 31, 2023.