The $4.5 billion American Century Select Fund (TWCIX) is among the best mutual funds, and these days many of its investment opportunities are turbocharged by anticipation of a post-coronavirus pandemic economic rebound. That's reflected in the fund's high expectations for stocks ranging from Alphabet (GOOGL) to PayPal (PYPL) and Tractor Supply (TSCO). But it's not because the fund focuses on macroeconomic trends. It does not, says Chris Krantz, one of the fund's three managers along with lead manager Keith Lee and fellow co-manager Michael Li. "We are bottom-up stock pickers," Krantz said.