2014 Tax Information

The following information is for 2014 taxes. Consult your tax advisor about how to report this information on your federal and state tax returns. Your tax advisor will need this information to prepare your taxes.

pdf-icon_64 2014 Tax Information Brochure

2014 Capital Gain Distributions

Mutual funds are required to distribute net realized capital gains and income each year. Sit Mutual Funds paid these amounts this year on December 18th, 2014 (to shareholders of record on December 17th, 2014). This year’s distribution amounts are provided in the table below.

Sit Mutual Fund
Per Share Amount
Type of Distribution
Mid Cap Growth
$2.710558
Long-Term Capital Gain
Large Cap Growth
$0.169433
Short-Term Capital Gain
Large Cap Growth
$10.130985
Long-Term Capital Gain
Large Cap Growth
$0.240911
Income
Small Cap Growth
$7.059598
Long-Term Capital Gain
Developing Markets Growth
$1.332814
Long-Term Capital Gain
International Growth Fund
$0.265045
Income
Balanced
$0.036659
Short-Term Capital Gain
Balanced
$0.600004
Long-Term Capital Gain
Balanced
$0.064982
Income
Dividend Growth (Class I)
$0.102417
Short-Term Capital Gain
Dividend Growth (Class I)
$2.109110
Long-Term Capital Gain
Dividend Growth (Class I)
$0.072970
Income
Dividend Growth (Class S)
$0.102417
Short-Term Capital Gain
Dividend Growth (Class S)
$2.109110
Long-Term Capital Gain
Dividend Growth (Class S)
$0.060305
Income
Global Dividend Growth (Class I)
$0.022406
Short-Term Capital Gain
Global Dividend Growth (Class I)
$1.047129
Long-Term Capital Gain
Global Dividend Growth (Class I)
$0.040004
Income
Global Dividend Growth (Class S)
$0.022406
Short-Term Capital Gain
Global Dividend Growth (Class S)
$1.047129
Long-Term Capital Gain
Global Dividend Growth (Class S)
$0.030003
Income

Other Year’s Tax Information