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 0.73
Weight Watchers International Inc WTW:US 2.62
VCA Inc WOOF:US 1.13
Waste Connections Inc WCN:US 0.37
Valeant Pharmaceuticals International Inc VRX:CN -1.44
United Continental Holdings Inc UAL:US 1.05
TJX Cos Inc/The TJX:US -0.08
Teleflex Inc TFX:US 1.69
Teva Pharmaceutical Industries Ltd TEVA:IT -1.31
Sears Holdings Corp SHLD:US 5.65
SBA Communications Corp SBAC:US 0.18
EchoStar Corp SATS:US 0.81
Perrigo Co PLC PRGO:US 1.55
Priceline Group Inc/The PCLN:US 0.75
VeriFone Systems Inc PAY:US 1.61
OM Group Inc OMG:US 1.07
National Oilwell Varco Inc NOV:US -0.37
MasterCard Inc MA:US 0.32
Lorillard Inc LO:US -0.14
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US 0.22
International Rectifier Corp IRF:US 0.00
Hexcel Corp HXL:US 0.60
H&R Block Inc HRB:US 0.39
HMS Holdings Corp HMSY:US 1.91
Herbalife Ltd HLF:US 0.54
GP Strategies Corp GPX:US 1.50
Finisar Corp FNSR:US -0.86
DISH Network Corp DISH:US 3.19
Cognizant Technology Solutions Corp CTSH:US 1.26
Cepheid CPHD:US 2.77
Cooper Cos Inc/The COO:US 1.30
ClickSoftware Technologies Ltd CKSW:US 0.80
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US 1.70
BioMarin Pharmaceutical Inc BMRN:US 2.46
BioScrip Inc BIOS:US 3.41
Apollo Education Group Inc APOL:US 0.31
Alexion Pharmaceuticals Inc ALXN:US 1.64
American International Group Inc AIG:US 0.93
Assured Guaranty Ltd AGO:US 0.48
Alliance Data Systems Corp ADS:US 0.39
Whole Foods Market Inc WFM:US -0.04
Wells Fargo & Co WFC:US 0.54
Verizon Communications Inc VZ:US -1.41
AT&T Inc T:US -1.64
Merck & Co Inc MRK:US -0.69
JPMorgan Chase & Co JPM:US 0.84
Ford Motor Co F:US 1.56
eBay Inc EBAY:US -0.06
Berkshire Hathaway Inc BRK/A:US 0.51
Bristol-Myers Squibb Co BMY:US 0.12
Bank of America Corp BAC:US 0.35
Apple Inc AAPL:US 1.85
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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