State of California General Obligation Bonds

We are pleased to offer Fidelity investors the opportunity to participate in the State of California General Obligation's upcoming $2.3 billion offering.1 Fidelity Capital Markets is a co-manager for the offering.


Questions?

The State of California is expected to come to market with $1.6 billion1 in General Obligation Various Purpose Refunding Bonds and $700 million1 in General Obligation Various Purpose Bonds (collectively, the "Bonds").

Proceeds of the Construction Bonds will be used to: (i) fund projects under certain of the Bond Acts identified in Exhibit 1 of the Preliminary Official Statement, (ii) pay certain of the State’s outstanding general obligation commercial paper ("CP Notes") that were initially used to finance projects under certain of the Bond Acts identified in Exhibit 1 as they mature, and (iii) pay certain costs of issuance of the Construction Bonds.

Proceeds of the Refunding Bonds will be used to: (i) refund certain of the State's outstanding general obligation bonds for debt service savings, (ii) refund certain of the State's outstanding variable rate general obligation bonds to effect a favorable reorganization of the debt structure of the State, and (iii) pay certain costs of issuance of the Refunding Bonds. See the Preliminary Official Statement for more details.

The Bonds are general obligations of the State to which the full faith and credit of the State is pledged. The principal and interest on all State general obligation bonds are payable from any moneys in the General Fund of the State, subject under State law only to the prior application of such moneys to the support of the public school system and public institutions of higher education. See the Preliminary Official Statement for more details.

The Various Purpose Bonds are subject to optional and mandatory sinking fund redemption prior to maturity as described in the Preliminary Official Statement. The bonds are rated "Aa2 by Moody's, "AA-" by S&P", and "AA" by Fitch.2

Key benefits

The bond sale offers attractive benefits to individual investors including prices and yields that match those available to institutional investors and the potential for stable income through the call dates. And, for California residents, federal and state tax-exemption on the bond coupon payments.

How to place an order

The offer is expected to price the week of September 22, 20251, although market conditions and/or the discretion of the issuer may alter the anticipated timeline. Individual investors can place orders online or by calling a Fidelity representative at 800-544-5372. To stay up-to-date on pricing, credit rating changes, and more, please sign up for Fidelity Alerts and see our Municipal Bond New Issue Offerings.

Additional resources

Municipal Bonds
Review the risks and benefits of investing in municipal bonds.

California State Treasurer
Learn more about how to invest in California bonds and notes.

Municipal Bonds: Understanding Credit Risk (PDF)
In this SEC investor bulletin, learn more about assessing credit risks when purchasing municipal bonds.

MSRB—Risks and opportunities of interest rate movements (PDF)
Read about the impact of market interest rate movement on municipal bond prices and yields from the MSRB Education Center.