CBL & Associates Properties, Inc.

Frequently Asked Questions About CBL

What does CBL invest in?

CBL & Associates Properties, Inc. owns and manages a national portfolio of market-dominant properties located in dynamic and growing communities. CBL’s owned and managed portfolio is comprised of 88 properties totaling 55.6 million square feet across 23 states, including 56 high-quality enclosed malls, outlet centers and lifestyle retail centers as well as more than 25 open-air centers and other assets. CBL seeks to continuously strengthen its company and portfolio through active management, aggressive leasing and profitable reinvestment in its properties. CBL & Associates Properties, Inc. is headquartered in Chattanooga, TN. CBL & Associates Properties, Inc. was incorporated in 1978 in Delaware, USA.

What is the expense ratio of CBL?

An expense ratio for CBL & Associates Properties, Inc. (CBL) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is CBL?

CBL & Associates Properties, Inc. (CBL) manages $1.71B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CBL actively managed or an index fund?

CBL is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds in exchange for the discretion to over- or under-weight positions.

When was CBL launched?

CBL & Associates Properties, Inc. (CBL) launched in November 2021 and is managed by the fund issuer.

How has CBL performed?

CBL's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.