Best and Worst Mutual Funds of 2011

By Ben Steverman and Wei Lu - 2011-12-16T23:15:45Z

Photograph by El Nuevo Dia/GDA/

Company Symbol % Change
LKQ Corp LKQ:US 0.62
Weight Watchers International Inc WTW:US 1.40
VCA Inc WOOF:US 0.87
Whole Foods Market Inc WFM:US 1.39
Waste Connections Inc WCN:US -3.75
Valeant Pharmaceuticals International Inc VRX:CN -0.68
TJX Cos Inc/The TJX:US 2.54
Teleflex Inc TFX:US 0.17
Teva Pharmaceutical Industries Ltd TEVA:IT 0.54
AT&T Inc T:US 0.71
Sears Holdings Corp SHLD:US 0.03
SBA Communications Corp SBAC:US 1.04
EchoStar Corp SATS:US 0.79
Perrigo Co PLC PRGO:US 0.61
VeriFone Systems Inc PAY:US -1.68
OM Group Inc OMG:US -0.80
MasterCard Inc MA:US 0.84
Lorillard Inc LO:US 0.43
KKR Financial Holdings LLC KFN:US
JPMorgan Chase & Co JPM:US -0.30
International Rectifier Corp IRF:US -0.03
Hexcel Corp HXL:US -1.03
H&R Block Inc HRB:US 0.66
HMS Holdings Corp HMSY:US -0.19
Herbalife Ltd HLF:US -0.32
GP Strategies Corp GPX:US -2.41
Finisar Corp FNSR:US -1.90
eBay Inc EBAY:US 0.57
DISH Network Corp DISH:US 1.50
Cognizant Technology Solutions Corp CTSH:US 0.66
Cepheid CPHD:US 0.71
Cooper Cos Inc/The COO:US -0.15
ClickSoftware Technologies Ltd CKSW:US 0.00
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US 0.21
Berkshire Hathaway Inc BRK/A:US 0.29
Bristol-Myers Squibb Co BMY:US 0.32
BioMarin Pharmaceutical Inc BMRN:US 0.38
BioScrip Inc BIOS:US 0.31
Apollo Education Group Inc APOL:US -0.38
Alexion Pharmaceuticals Inc ALXN:US 0.09
Assured Guaranty Ltd AGO:US -0.58
Wells Fargo & Co WFC:US 0.37
Verizon Communications Inc VZ:US 1.10
United Continental Holdings Inc UAL:US 8.18
Priceline Group Inc/The PCLN:US -0.57
National Oilwell Varco Inc NOV:US -5.96
Merck & Co Inc MRK:US 1.09
Kaiser Aluminum Corp KALU:US -1.97
Ford Motor Co F:US 0.77
Bank of America Corp BAC:US -0.41
American International Group Inc AIG:US 0.35
Alliance Data Systems Corp ADS:US 0.53
Apple Inc AAPL:US -0.06
2 of 23

The Top Performer: Sequoia Fund

Style/Ticker: Value, SEQUX

Managers: Bob Goldfarb and David Poppe

Total return 2011: 12.1 percent

Assets: $4.7 billion

Top three holdings as of Sept. 30, with 2011 total return:

Valeant Pharmaceutical (VRX), +63.3 percent

Berkshire Hathaway Inc (BRK/A), -3.3 percent

TJX Companies (TJX), +42 percent