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 -0.44
Weight Watchers International Inc WTW:US 2.66
VCA Inc WOOF:US -0.01
Whole Foods Market Inc WFM:US 0.03
Waste Connections Inc WCN:US 0.04
Valeant Pharmaceuticals International Inc VRX:CN 4.11
United Continental Holdings Inc UAL:US -0.33
TJX Cos Inc/The TJX:US 8.65
Teleflex Inc TFX:US 0.35
Teva Pharmaceutical Industries Ltd TEVA:IT 0.48
Sears Holdings Corp SHLD:US 0.97
SBA Communications Corp SBAC:US -1.16
EchoStar Corp SATS:US -0.06
Perrigo Co PLC PRGO:US 2.00
VeriFone Systems Inc PAY:US 0.74
OM Group Inc OMG:US 0.23
National Oilwell Varco Inc NOV:US 1.37
MasterCard Inc MA:US -0.48
Lorillard Inc LO:US 0.07
LKQ Corp LKQX:US
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US -0.59
International Rectifier Corp IRF:US 1.14
Hexcel Corp HXL:US -0.90
H&R Block Inc HRB:US 0.21
HMS Holdings Corp HMSY:US 2.23
Herbalife Ltd HLF:US -0.12
GP Strategies Corp GPX:US -0.71
DISH Network Corp DISH:US -0.75
Cognizant Technology Solutions Corp CTSH:US 2.10
Cepheid CPHD:US -0.05
Cooper Cos Inc/The COO:US -0.04
CONMED Corp CNMD:US 0.24
ClickSoftware Technologies Ltd CKSW:US 0.87
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US 2.57
BioMarin Pharmaceutical Inc BMRN:US 1.63
BioScrip Inc BIOS:US 0.98
ANSYS Inc ANSS:US 0.10
American International Group Inc AIG:US 0.26
Assured Guaranty Ltd AGO:US -0.76
Alliance Data Systems Corp ADS:US 0.31
Wells Fargo & Co WFC:US 0.34
Verizon Communications Inc VZ:US -0.16
AT&T Inc T:US -0.49
Priceline Group Inc/The PCLN:US -0.34
Merck & Co Inc MRK:US 0.84
JPMorgan Chase & Co JPM:US 0.58
Finisar Corp FNSR:US -1.99
Ford Motor Co F:US -0.40
eBay Inc EBAY:US 1.21
Berkshire Hathaway Inc BRK/A:US 0.09
Bristol-Myers Squibb Co BMY:US 0.62
Bank of America Corp BAC:US 0.00
Apollo Education Group Inc APOL:US 0.11
Alexion Pharmaceuticals Inc ALXN:US -0.28
Apple Inc AAPL:US 1.38
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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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