Sit Mutual Funds
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  • Forms andPublications
    • Regular Account Forms
      • Account Application
      • Affidavit of Domicile
      • Bank Authorization Form
      • Change of Account Information Form
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      • Checkwriting Form
      • Cost Basis Election Form
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      • Coverdell Transfer of Assets Form
      • Coverdell Withdrawal Authorization
      • Full Trading Authorization Form
      • Investment Slip
    • Retirement Account Forms
      • IRA Application Form
      • IRA Change of Acct. Information Form
      • IRA Distribution Form
      • IRA Transfer/Direct Rollover Form
      • Recharacterization Request Form
      • Required Min. Dist. Election Form
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      • SIMPLE IRA Application
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  • 2013 Tax Information
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  • Andrew Tich Biography
  • Avoiding Emotional Influences When Making Your Investment Plans
  • Beneficiary Designation/Death of Account Owner
  • Beneficiary Designations – Article
  • Beta Homepage
  • Bradley Meyer Biography
  • Brexit Analysis
  • Bryce Doty Biography
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  • Charles Officer Biography
  • Checkwriting Option
  • Christopher Rasmussen Biography
  • Comparing Mutual Funds Fixed Income Yields
  • Contact Information
  • Converting an IRA to a Roth IRA
  • Cost Basis
  • Coverdell Education Savings Account
  • David Brown Biography
  • Delivery Instructions
  • Denise Anderson Biography
  • Documents
  • Eric Manthe Biography
  • ERISA, the Younger Generation, and Preparing for Retirement
  • Exchanging Shares
  • Firm History
  • Form 1099-R Common Distribution Codes (Box 7)*
  • Forms Collection
    • Affidavit of Domicile
    • Bank Authorization Form
    • Change of Account Information Form
    • Change of Account Options Form
    • Full Trading Authorization Form
    • Investment Slip
    • IRA Change of Account Information Form
    • IRA Distribution Form
    • IRA Transfer/Direct Rollover Form
    • Recharacterization Request Form
    • Required Minimum Distribution Election Form
    • Roth IRA Conversion Request Form
    • SIMPLE IRA Distribution Form
    • SIMPLE IRA Transfer Form
    • Sit Checkwriting Form
    • Sit Cost Basis Election Form
    • Sit Coverdell Application
    • Sit Coverdell Transfer of Assets Form
    • Sit Coverdell Withdrawal Authorization Form
    • Sit IRA Application Form
    • Sit Non-IRA Application
    • Sit SIMPLE IRA Application
  • Fund Symbols and Numbers
  • Glossary
  • Homepage
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  • Invest in a Regular Account
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  • Invest in an Education Account
  • Invest in Sit Mutual Funds Through Your Broker/Advisor
  • Invest in the Sit Mutual Funds
  • Investment Professionals Directory
  • Investment Professionals Directory Draft
  • IRA and Retirement Plan Rollover Chart
  • IRA Contribution Limits and Deadlines
  • Jason Miller Biography
  • Jessica Ersfeld Biography
  • Joseph Eshoo Biography
  • Kent Johnson Biography
  • Kevin O’Brien Biography
  • Lee Feltman Biography
  • List of Pages
  • Mark Book Biography
  • Mark Pepper Biography
  • Medallion Signature Guarantee
  • Michael Brilley Biography
  • Michael Hubbard Biography
  • Michael Manns Biography
  • Michael Marzolf Biography
  • Michael Reich Biography
  • Michael Stellmacher Biography
  • Move Your 401(k) Account to a Sit IRA
  • Mutual Funds
  • New Story Idea Submission
  • Nicholas Ochsner Biography
  • Nicholas Tich Biography
  • Ningning Tang Biography
  • Order an Investment Kit
  • Paul Jungquist Biography
  • Performance (Mobile)
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  • Prices (Mobile)
  • Privacy Policy
  • Raymond Sit Biography
  • Required Documentation
  • Required Minimum Distrubitions (RMDs)
  • Retirement Homepage
  • Rising Interest Rates: Good or Bad for Stocks?
  • Robert Sit Biography
  • Roger Sit Biography
  • Ronald Sit Biography
  • Roth IRA
  • Roth IRA Distributions
  • Samuel Krawczyk Biography
  • SEP IRA
  • SEP IRA Contribution for a Sole Proprietor
  • SIMPLE IRA
  • SIMPLE IRA Distributions
  • Sit Balanced Fund – How To Invest
  • Sit Balanced Fund – Overview
  • Sit Balanced Fund – Performance
  • Sit Balanced Fund – Portfolio Composition
  • Sit Balanced Fund – Risk
  • Sit Developing Markets Growth Fund – How to Invest
  • Sit Developing Markets Growth Fund – Overview
  • Sit Developing Markets Growth Fund – Performance
  • Sit Developing Markets Growth Fund – Portfolio Composition
  • Sit Developing Markets Growth Fund – Risk
  • Sit Dividend Growth Fund – How to Invest
  • Sit Dividend Growth Fund – Overview
  • Sit Dividend Growth Fund – Performance
  • Sit Dividend Growth Fund – Portfolio Composition
  • Sit Dividend Growth Fund – Risk
  • Sit Dividend Growth Funds
  • Sit ESG Growth Fund – How to Invest
  • Sit ESG Growth Fund – Overview
  • Sit ESG Growth Fund – Performance
  • Sit ESG Growth Fund – Portfolio Composition
  • Sit ESG Growth Fund – Responsible and Quality Investing
  • Sit ESG Growth Fund – Risk
  • Sit Global Dividend Growth Fund – How To Invest
  • Sit Global Dividend Growth Fund – Overview
  • Sit Global Dividend Growth Fund – Performance
  • Sit Global Dividend Growth Fund – Portfolio Composition
  • Sit Global Dividend Growth Fund – Risk
  • Sit International Growth Fund – How to Invest
  • Sit International Growth Fund – Overview
  • Sit International Growth Fund – Performance
  • Sit International Growth Fund – Portfolio Composition
  • Sit International Growth Fund – Risk
  • Sit Large Cap Growth Fund – How To Invest
  • Sit Large Cap Growth Fund – Overview
  • Sit Large Cap Growth Fund – Performance
  • Sit Large Cap Growth Fund – Portfolio Composition
  • Sit Large Cap Growth Fund – Risk
  • Sit Mid Cap Growth Fund – How to Invest
  • Sit Mid Cap Growth Fund – Overview
  • Sit Mid Cap Growth Fund – Performance
  • Sit Mid Cap Growth Fund – Portfolio Composition
  • Sit Mid Cap Growth Fund – Risk
  • Sit Minnesota Tax-Free Income Fund – How to Invest
  • Sit Minnesota Tax-Free Income Fund – Overview
  • Sit Minnesota Tax-Free Income Fund – Performance
  • Sit Minnesota Tax-Free Income Fund – Portfolio Composition
  • Sit Minnesota Tax-Free Income Fund – Risk
  • Sit Mutual Funds Investor Services
  • Sit Quality Income Fund – How to Invest
  • Sit Quality Income Fund – Overview
  • Sit Quality Income Fund – Performance
  • Sit Quality Income Fund – Portfolio Composition
  • Sit Quality Income Fund – Risk
  • Sit Shareholder Information Line
  • Sit Small Cap Dividend Growth Fund – How to Invest
  • Sit Small Cap Dividend Growth Fund – Overview
  • Sit Small Cap Dividend Growth Fund – Performance
  • Sit Small Cap Dividend Growth Fund – Portfolio Composition
  • Sit Small Cap Dividend Growth Fund – Risk
  • Sit Small Cap Growth Fund – How to Invest
  • Sit Small Cap Growth Fund – Overview
  • Sit Small Cap Growth Fund – Performance
  • Sit Small Cap Growth Fund – Portfolio Composition
  • Sit Small Cap Growth Fund – Risk
  • Sit Tax-Free Income Fund – How to Invest
  • Sit Tax-Free Income Fund – Overview
  • Sit Tax-Free Income Fund – Performance
  • Sit Tax-Free Income Fund – Portfolio Composition
  • Sit Tax-Free Income Fund – Risk
  • Sit U.S. Government Securities Fund – How to Invest
  • Sit U.S. Government Securities Fund – Overview
  • Sit U.S. Government Securities Fund – Performance
  • Sit U.S. Government Securities Fund – Portfolio Composition
  • Sit U.S. Government Securities Fund – Risk
  • Stacey Curme Biography
  • Steps to Add Shares to a New Fund in an Existing Account
  • Steps to Add Shares to a New Fund in an Existing Education Account
  • Steps to Add Shares to a New Fund in an Existing IRA Account
  • Steps to Add Shares to an Existing Fund in an Existing Account
  • Steps to Add Shares to an Existing Fund in an Existing Education Account
  • Steps to Add Shares to an Existing Fund in an Existing IRA Account
  • Steps to Move Money Held in a 401(k) Plan from a Former Employer to a New Sit IRA
  • Steps to Open a New Education Account
  • Steps to Open a New Regular Account
  • Steps to Open a New Sit IRA Account
  • Steps to Transfer an IRA Held with a Different Financial Institution to a New Sit IRA
  • Steps to Transfer an IRA to Your Existing Sit IRA
  • Tasha Murdoff Biography
  • Tax Information
  • Tax-Exempt Income
  • Terms of Use
  • Test
  • Test
  • Todd Emerson Biography
  • Traditional IRA
  • Traditional IRA or Roth IRA?
  • Traditional, Rollover, and SEP IRA Distributions
  • Transfer Your IRA to Sit
  • Transfer Your Simple IRA to Sit
  • UGMA/UTMA
  • UGMA/UTMA or Coverdell ESA?
  • Wash Sale
  • Yield Curve
  • Yields
800-332-5580 | e-mail: info@sitinvest.com | Copyright 2007-2018 Sit Investment Associates, Inc.
Home | Firm History | Glossary | Terms of Use | Privacy Policy
Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or by downloading them from the Documents page. Read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.
The contents herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information.
Barron's Best Mutual Fund Families publication dated February 8, 2016. Sit Mutual Funds was ranked #1 in 2016. Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.
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