Best and Worst Mutual Funds of 2011

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

Photograph by Kim White/Bloomberg

Company Symbol % Change
LKQ Corp LKQ:US 1.89
Weight Watchers International Inc WTW:US 2.60
VCA Inc WOOF:US 6.01
Waste Connections Inc WCN:US 1.75
Verizon Communications Inc VZ:US 0.43
United Continental Holdings Inc UAL:US 4.69
TJX Cos Inc/The TJX:US 2.47
Teleflex Inc TFX:US 2.00
AT&T Inc T:US 0.99
Sears Holdings Corp SHLD:US -0.49
SBA Communications Corp SBAC:US 1.67
EchoStar Corp SATS:US 2.20
Perrigo Co PLC PRGO:US 1.14
OM Group Inc OMG:US 0.44
National Oilwell Varco Inc NOV:US 3.34
Merck & Co Inc MRK:US 2.00
Lorillard Inc LO:US 2.34
KKR Financial Holdings LLC KFN:US
Kaiser Aluminum Corp KALU:US -5.14
JPMorgan Chase & Co JPM:US 2.30
International Rectifier Corp IRF:US 0.33
Hexcel Corp HXL:US 2.20
H&R Block Inc HRB:US 0.93
HMS Holdings Corp HMSY:US 3.41
GP Strategies Corp GPX:US 0.24
Finisar Corp FNSR:US 0.06
DISH Network Corp DISH:US 3.34
Cepheid CPHD:US 3.39
Cooper Cos Inc/The COO:US 3.47
ClickSoftware Technologies Ltd CKSW:US -0.14
Brightpoint Inc CELL:US
Cubist Pharmaceuticals Inc CBST:US -1.40
BioMarin Pharmaceutical Inc BMRN:US 5.23
BioScrip Inc BIOS:US 5.42
Apollo Education Group Inc APOL:US 4.35
American International Group Inc AIG:US 2.23
Assured Guaranty Ltd AGO:US 3.06
Alliance Data Systems Corp ADS:US 2.72
Whole Foods Market Inc WFM:US 2.03
Wells Fargo & Co WFC:US 2.58
Valeant Pharmaceuticals International Inc VRX:CN 4.07
Teva Pharmaceutical Industries Ltd TEVA:IT 0.05
Priceline Group Inc/The PCLN:US 2.71
VeriFone Systems Inc PAY:US 5.05
MasterCard Inc MA:US 2.94
Herbalife Ltd HLF:US 12.10
Ford Motor Co F:US 0.64
eBay Inc EBAY:US 3.37
Cognizant Technology Solutions Corp CTSH:US 2.43
Berkshire Hathaway Inc BRK/A:US 1.20
Bristol-Myers Squibb Co BMY:US 2.75
Bank of America Corp BAC:US 2.09
Alexion Pharmaceuticals Inc ALXN:US 3.73
Apple Inc AAPL:US 2.72
15 of 23

Legg Mason Capital Management Special Investment Trust

Style/Ticker: Value, LMASX

Manager: Sam Peters

Total return 2011: -17.7 percent

Assets: $766.5 million

Top three holdings as of Sept. 30, with 2011 total return:

KKR Financial (KFN), -8.4 percent

United Continental (UAL), -19 percent

Assured Guaranty Ltd. (AGO), -36 percent