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 6.37
Weight Watchers International Inc WTW:US 1.92
VCA Inc WOOF:US 0.75
Whole Foods Market Inc WFM:US 1.44
Wells Fargo & Co WFC:US 1.20
Waste Connections Inc WCN:US -0.04
Verizon Communications Inc VZ:US 0.70
Valeant Pharmaceuticals International Inc VRX:CN 1.72
United Continental Holdings Inc UAL:US 2.07
TJX Cos Inc/The TJX:US 0.11
Teleflex Inc TFX:US 1.11
Teva Pharmaceutical Industries Ltd TEVA:IT 2.44
AT&T Inc T:US 0.96
Sears Holdings Corp SHLD:US -4.95
SBA Communications Corp SBAC:US -1.81
EchoStar Corp SATS:US 0.26
Perrigo Co PLC PRGO:US 0.07
Priceline Group Inc/The PCLN:US 5.20
VeriFone Systems Inc PAY:US 1.58
OM Group Inc OMG:US 1.56
National Oilwell Varco Inc NOV:US 2.66
Merck & Co Inc MRK:US 1.10
MasterCard Inc MA:US 0.75
Lorillard Inc LO:US 0.44
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US 0.62
JPMorgan Chase & Co JPM:US 1.84
International Rectifier Corp IRF:US 0.05
Hexcel Corp HXL:US 2.25
H&R Block Inc HRB:US 2.05
HMS Holdings Corp HMSY:US 3.75
Herbalife Ltd HLF:US 3.76
GP Strategies Corp GPX:US 5.47
Finisar Corp FNSR:US 2.20
Ford Motor Co F:US 1.00
eBay Inc EBAY:US 1.84
DISH Network Corp DISH:US 2.18
Cognizant Technology Solutions Corp CTSH:US 1.81
Cepheid CPHD:US -0.67
Cooper Cos Inc/The COO:US 0.15
ClickSoftware Technologies Ltd CKSW:US 0.14
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US -0.29
Berkshire Hathaway Inc BRK/A:US 0.46
Bristol-Myers Squibb Co BMY:US -1.34
BioMarin Pharmaceutical Inc BMRN:US 0.17
BioScrip Inc BIOS:US 3.53
Bank of America Corp BAC:US 0.76
Apollo Education Group Inc APOL:US 1.92
Alexion Pharmaceuticals Inc ALXN:US -0.81
American International Group Inc AIG:US 1.21
Assured Guaranty Ltd AGO:US 1.72
Alliance Data Systems Corp ADS:US 0.13
Apple Inc AAPL:US 0.95
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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