Best and Worst Mutual Funds of 2011

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

Photograph by Sandy Huffaker/Bloomberg

Company Symbol % Change
LKQ Corp LKQ:US 0.40
Weight Watchers International Inc WTW:US 2.04
VCA Inc WOOF:US 2.13
Waste Connections Inc WCN:US 1.72
Valeant Pharmaceuticals International Inc VRX:CN 1.81
United Continental Holdings Inc UAL:US 2.23
TJX Cos Inc/The TJX:US 2.63
Teleflex Inc TFX:US 1.71
Sears Holdings Corp SHLD:US 3.97
SBA Communications Corp SBAC:US 1.90
EchoStar Corp SATS:US 1.42
Perrigo Co PLC PRGO:US 3.58
VeriFone Systems Inc PAY:US -0.77
OM Group Inc OMG:US 2.64
National Oilwell Varco Inc NOV:US 1.95
LKQ Corp LKQX:US
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US 1.46
International Rectifier Corp IRF:US 0.30
Hexcel Corp HXL:US 2.28
H&R Block Inc HRB:US 2.07
HMS Holdings Corp HMSY:US -1.60
Herbalife Ltd HLF:US 0.42
GP Strategies Corp GPX:US 0.72
eBay Inc EBAY:US 1.99
DISH Network Corp DISH:US 3.83
Cognizant Technology Solutions Corp CTSH:US 4.80
Cepheid CPHD:US 8.36
Cooper Cos Inc/The COO:US 1.67
CONMED Corp CNMD:US 1.78
ClickSoftware Technologies Ltd CKSW:US 3.14
Brightpoint Inc CELL:US
Berkshire Hathaway Inc BRK/A:US 2.92
BioMarin Pharmaceutical Inc BMRN:US 5.30
BioScrip Inc BIOS:US -0.24
Apollo Education Group Inc APOL:US 1.98
ANSYS Inc ANSS:US 2.06
American International Group Inc AIG:US 1.83
Assured Guaranty Ltd AGO:US 0.63
Alliance Data Systems Corp ADS:US 2.58
Whole Foods Market Inc WFM:US 0.83
Wells Fargo & Co WFC:US 2.64
Verizon Communications Inc VZ:US 1.31
Teva Pharmaceutical Industries Ltd TEVA:IT 2.40
AT&T Inc T:US 2.57
Priceline Group Inc/The PCLN:US 2.72
Merck & Co Inc MRK:US 2.34
MasterCard Inc MA:US 2.58
Lorillard Inc LO:US 1.31
JPMorgan Chase & Co JPM:US 2.86
Finisar Corp FNSR:US 3.06
Ford Motor Co F:US 2.49
Cubist Pharmaceuticals Inc CBST:US -0.03
Bristol-Myers Squibb Co BMY:US 2.70
Bank of America Corp BAC:US 1.56
Alexion Pharmaceuticals Inc ALXN:US 3.78
Apple Inc AAPL:US 2.96
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Fairholme Fund

Style/Ticker: Value, FAIRX

Manager: Bruce Berkowitz

Total return 2011: -29.2 percent

Assets: $8.1 billion

Top three holdings as of Aug. 31, with 2011 total return:

American International Group (AIG), -52 percent

AIA Group (1299:HK), +9.6 percent

Sears Holdings Corp. (SHLD), -21 percent

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