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 -1.00
Weight Watchers International Inc WTW:US 3.42
VCA Inc WOOF:US 0.15
Waste Connections Inc WCN:US 0.31
TJX Cos Inc/The TJX:US 1.01
Teleflex Inc TFX:US 0.06
Teva Pharmaceutical Industries Ltd TEVA:IT -0.32
Sears Holdings Corp SHLD:US 2.19
SBA Communications Corp SBAC:US 0.83
EchoStar Corp SATS:US -0.81
Perrigo Co PLC PRGO:US 0.23
VeriFone Systems Inc PAY:US -0.38
OM Group Inc OMG:US -0.29
National Oilwell Varco Inc NOV:US -1.51
Lorillard Inc LO:US -0.03
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US 1.07
International Rectifier Corp IRF:US -0.05
Hexcel Corp HXL:US 0.23
H&R Block Inc HRB:US 0.48
HMS Holdings Corp HMSY:US 4.49
Herbalife Ltd HLF:US 2.35
GP Strategies Corp GPX:US -0.26
Finisar Corp FNSR:US 1.28
DISH Network Corp DISH:US 0.55
Cepheid CPHD:US 0.09
Cooper Cos Inc/The COO:US -1.39
ClickSoftware Technologies Ltd CKSW:US -0.66
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US 0.20
BioMarin Pharmaceutical Inc BMRN:US 1.49
BioScrip Inc BIOS:US 0.31
Apollo Education Group Inc APOL:US 0.61
Alexion Pharmaceuticals Inc ALXN:US -0.59
American International Group Inc AIG:US -0.69
Assured Guaranty Ltd AGO:US 0.53
Whole Foods Market Inc WFM:US -0.29
Wells Fargo & Co WFC:US -0.18
Verizon Communications Inc VZ:US -0.34
Valeant Pharmaceuticals International Inc VRX:CN 0.94
United Continental Holdings Inc UAL:US 0.66
AT&T Inc T:US 0.37
Priceline Group Inc/The PCLN:US 1.83
Merck & Co Inc MRK:US 0.56
MasterCard Inc MA:US 1.78
JPMorgan Chase & Co JPM:US -1.07
Ford Motor Co F:US 0.61
eBay Inc EBAY:US 0.17
Cognizant Technology Solutions Corp CTSH:US -0.55
Berkshire Hathaway Inc BRK/A:US 0.39
Bristol-Myers Squibb Co BMY:US -0.37
Bank of America Corp BAC:US -0.39
Alliance Data Systems Corp ADS:US -0.21
Apple Inc AAPL:US -0.51
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