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 0.33
Weight Watchers International Inc WTW:US -6.78
VCA Inc WOOF:US 0.27
Whole Foods Market Inc WFM:US 0.55
Waste Connections Inc WCN:US 0.93
Valeant Pharmaceuticals International Inc VRX:CN 1.40
Teleflex Inc TFX:US -0.17
Sears Holdings Corp SHLD:US 2.78
SBA Communications Corp SBAC:US 0.32
Perrigo Co PLC PRGO:US 0.37
VeriFone Systems Inc PAY:US 1.77
OM Group Inc OMG:US -0.13
National Oilwell Varco Inc NOV:US -1.18
MasterCard Inc MA:US 0.45
Lorillard Inc LO:US 1.63
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US -1.28
International Rectifier Corp IRF:US 0.03
Hexcel Corp HXL:US 0.93
H&R Block Inc HRB:US -2.15
HMS Holdings Corp HMSY:US 3.93
Herbalife Ltd HLF:US -1.26
GP Strategies Corp GPX:US -0.76
Finisar Corp FNSR:US -0.46
eBay Inc EBAY:US 0.33
DISH Network Corp DISH:US -0.92
Cognizant Technology Solutions Corp CTSH:US 1.53
Cepheid CPHD:US 0.29
Cooper Cos Inc/The COO:US 0.43
ClickSoftware Technologies Ltd CKSW:US 0.56
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US 1.82
Bristol-Myers Squibb Co BMY:US -0.39
BioMarin Pharmaceutical Inc BMRN:US -1.11
BioScrip Inc BIOS:US 4.08
Apollo Education Group Inc APOL:US 0.70
Alexion Pharmaceuticals Inc ALXN:US -0.73
American International Group Inc AIG:US 0.63
Assured Guaranty Ltd AGO:US -0.39
Alliance Data Systems Corp ADS:US -0.02
Wells Fargo & Co WFC:US 0.96
Verizon Communications Inc VZ:US 1.04
United Continental Holdings Inc UAL:US -0.22
TJX Cos Inc/The TJX:US 1.79
Teva Pharmaceutical Industries Ltd TEVA:IT -2.27
AT&T Inc T:US 0.92
EchoStar Corp SATS:US 0.06
Priceline Group Inc/The PCLN:US 3.60
Merck & Co Inc MRK:US -1.04
JPMorgan Chase & Co JPM:US 0.02
Ford Motor Co F:US 1.26
Berkshire Hathaway Inc BRK/A:US -0.07
Bank of America Corp BAC:US 0.51
Apple Inc AAPL:US 1.04
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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