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California CLASS Prime

Prime-style local government investment pool 

California CLASS Enhanced Cash

Enhanced cash local government investment pool 

Yields

Current and historical rate information

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Overview

A comprehensive introduction to the different California CLASS portfolios 

Board of Trustees

Get to know our diverse and experienced public finance officials who oversee the program

Service Providers

Our administrator, auditor, custodian, and legal counsel

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Enrollment documents, prospectuses, and financials 

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Events

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FAQs

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Client Services

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Relationship Team

Contact our investment professionals who can provide you with information about the program 

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CSDA

California Special Districts Association 

Cal Cities

League of California Cities 

California Cooperative Liquid Assets Securities System

Investment Solutions Designed for California Public Agencies

Investment Options

California CLASS Mission

California CLASS is a Joint Powers Authority investment pool that provides public agencies the opportunity to invest funds on a cooperative basis in rated pools that are managed in accordance with state law with the primary objectives of offering Participants  safety, daily and next-day liquidity, and optimized returns.

“California CLASS was created in response to a growing demand by California public agencies for transparent investment options that are governed by a Board of their peers. Operating with the best interests of the Participants in mind, the fund is an investment option and diversification tool for your short-term and medium-term investments. California CLASS offers a safety-first investment management option with transparent program governance.”

– Christina Turner, Chairperson of the California CLASS Board of Trustees

California CLASS Board of Trustees

Comprised of public finance officials with diverse skill sets, experiences, and backgrounds to better guide the portfolio(s) investments.

PRIME Portfolio as of December 9, 2023

Daily Yield (%) 5.5388
YTD Yield (%) 5.1620
7-Day Yield (%) 5.5481
30-Day Yield (%) 5.5479
Weighted Average Maturity (To Reset) 45
Weighted Average Maturity (To Final) 70
Daily Dividend 0.000151747
Net Asset Value (NAV) 1.00006448

Historical Yields

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Yields Disclaimer

California CLASS Upcoming Meeting Agenda

October 19 2023

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Join California CLASS

California CLASS provides public agencies of all types the opportunity to pool their funds together with the goal of collectively earning interest on investments. Our philosophy is to provide competitive returns while prioritizing safety and liquidity. With two portfolios designed to meet your cash management needs, California CLASS provides a comprehensive approach to the management of your funds. Joining is simple; click the button below to get started today!

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Insights for Investors

To Hike or Not To Hike.

October 2023 Economic Review Economic data continues to make the Fed’s job challenging as we enter the last two meetings of the year. Inflation was slightly hotter than we expected

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Data unaudited. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings. Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses. For more information on historical yields and performance, please click here.

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Christina Turner 

Christina Turner, CPA, has served as the City Manager for Morgan Hill since 2017. She provides leadership for the City’s operations, preparing and administering the biennial budget, engaging the community, and fostering a highly collaborative work environment. Previously, Christina was Morgan Hill’s Assistant City Manager and oversaw Finance and Budget, Human Resources, Information Services, and Council Services. She was instrumental in transitioning Morgan Hill to a two-year budget cycle and assessing existing policies and processes to enhance customer satisfaction and organizational efficiency. Her other professional experience includes Finance Director/Treasurer for the City of Gilroy, Financial Reporting Director in the private sector, and Senior Auditor for a public accounting firm.

Christina is actively involved with the League of California Cities, an entity that works with cities to protect local control through education and advocacy. She is a member of the League’s Audit Committee, a speaker at League conferences, and previously served as the President of the League’s Fiscal Officers Department and on the Revenue and Taxation Policy Committee. Christina is a recognized member of the International City/County Management Association (ICMA) and Next Gen Silicon Valley Committee, which offers programs to enhance knowledge about local government agencies, career opportunities, and skill advancement.

Ryan Clausnitzer

Ryan Clausnitzer MPA, is the General Manager of the Alameda County Mosquito Abatement District where he oversees the finances, human resources, operations, technology, safety, advocacy, and research at the district. Prior to his position as General Manager, Ryan spent time on the district’s Board of Trustees serving one term as President of the Board. Since becoming General Manager, the district obtained the Government Finance Officers Association’s Excellence in Financial Reporting, the Special District Leadership Foundation’s District Transparency Certificate of Excellence, and regularly publishes in peer-reviewed journals related to mosquito control research where he is a co-author.

He achieved his background in public health, municipal financing, grant writing, and public policy through work in city planning and redevelopment, as a Peace Corps volunteer, and regulatory experience focused on burgeoning industries. He has certifications through the California Department of Public Health as a Registered Environmental Health Specialist and Vector Control Technician; by OSHA as a Hazardous Waste Operator and Emergency Responder; and by the Special District Leadership Foundation as a Certified Special District Manager.

After obtaining his undergraduate degree, Ryan continued his education while working full-time by taking classes in economics, accounting, statistics, and finance. He also enrolled in graduate school full-time to obtain his Master of Public Affairs degree from the Goldman School of Public Policy at the University of California, Berkely with a focus on local government.

Ryan is in his 2nd term as President of the California Special District Association where he also served as Vice President with two terms as Treasurer and Chair of the Fiscal Committee. He also sits on the Board of the Alameda County Special District Association and the Executive Committee of the East Bay Economic Development Agency.

In his free time, he serves as an athletic coach for his kids and volunteers through his membership with the Rotary Club of Alameda.

George Harris 

George Harris is the Finance Director for the City of Lancaster, CA. Mr. Harris has served as Finance Director for four local government agencies since 2008; the Cities of Adelanto, Rialto, Victorville and Lancaster. Prior to that he served for 5 years as a Finance Analyst at the City of Rialto and with Willdan Financial Services. And prior to that he held Series 7 & 66 securities licenses during his term as a financial advisor with Ameriprise Financial Advisors.

George served as a member and director for the Personnel and Employee Relations department for Cal Cities. As director he served on the Cal Cities Board of Directors for two terms (four years). Additionally, he served two years on the Board finance subcommittee, one year on the nominating committee, and one year on the Conference program selection committee. He has also been an active member of the Governance, Transparency and Labor Relations Policy Committee for 6 years, one of which he served as co-chair. Mr. Harris holds a bachelor’s degree in Business Administration from the University of California, Riverside and a master’s degree in Public Administration from California Baptist University.

Margaret Moggia 

After a successful 28-year career as the Executive Manager of Finance for West Basin Municipal Water District (the District) where she had oversight on accounting, treasury, debt management, procurement, and is currently developing a business outreach program to reach out to local and small businesses, Margaret shifted her focus to serve as the Finance Manager for the Town of Discovery Bay. Prior to the District, Margaret worked at Coopers & Lybrand as a staff associate and later a supervising senior associate focusing primarily on governments and nonprofits.

Currently, Margaret serves as the Past President for the California Society of Municipal Finance Officers (CSMFO) and serves as the Chair of the Finance Committee, a member to Career Development Committee, the Program Committee and Membership Committee, and participated in the launch of CSMFO’s mentorship program. Margaret also served as the 2016-2017 President for the California Municipal Treasurers Association (CMTA), and currently serves as Chair of the Membership Committee and member of the Conference Committee. Margaret is a member of Government Finance Officers Association (GFOA) and was elected to the Executive Board in May 2020, where she served a three-year term. She served as ex-officio to the Community Economic Development and Capital Planning Committee and served as a representative on the CPFO Committee. She also participated on the Mentorship Committee for the Women in Public Finance Network. In June 2022, Margaret joined the Board of Trustees of California CLASS, a California Joint Powers Authority.

Margaret earned a Bachelor of Arts degree in economics from UC Santa Barbara. She maintains her license as a certified public accountant (CPA) and has received her designation as a Certified Global Management Accountant (CGMA). She is a member of the American Institute of Certified Public Accountants (AICPA), and the California Society of Certified Public Accountants (CSCPA).