Iteration of Partially Specified Target Matrices: Application to the Bi-Factor Case

ABSTRACT

The current study proposes a new bi-factor rotation method, Schmid-Leiman with iterative target rotation (SLi), based on the iteration of partially specified target matrices and an initial target constructed from a Schmid-Leiman (SL) orthogonalization. SLi was expected to ameliorate some of the limitations of the previously presented SL bi-factor rotations, SL and SL with target rotation (SLt), when the factor structure either includes cross-loadings, near-zero loadings, or both. A Monte Carlo simulation was carried out to test the performance of SLi, SL, SLt, and the two analytic bi-factor rotations, bi-quartimin and bi-geomin. The results revealed that SLi accurately recovered the bi-factor structures across the majority of the conditions, and generally outperformed the other rotation methods. SLi provided the biggest improvements over SL and SLt when the bi-factor structures contained cross-loadings and pure indicators of the general factor. Additionally, SLi was superior to bi-quartimin and bi-geomin, which performed inconsistently across the types of factor structures evaluated. No method produced a good recovery of the bi-factor structures when small samples (N = 200) were combined with low factor loadings (0.30–0.50) in the specific factors. Thus, it is recommended that larger samples of at least 500 observations be obtained.

KEYWORDS:

• Bi-factor rotation
• exploratory factor analysis
• Schmid-Leiman
• target rotation

Article information

Conflict of interest disclosures: Each author signed a form for disclosure of potential conflicts of interest. No authors reported any financial or other conflicts of interest in relation to the work described.

Ethical principles: The authors affirm having followed professional ethical guidelines in preparing this work. These guidelines include obtaining informed consent from human participants, maintaining ethical treatment and respect for the rights of human or animal participants, and ensuring the privacy of participants and their data, such as ensuring that individual participants cannot be identified in reported results or from publicly available original or archival data.

Funding: This work was supported by Grant PSI2013-44300-P from the Ministerio de Economia y Competitividad (Spain) and the European Social Fund and by Grant FPU15/03246 from the Ministerio de Educación, Cultura y Deporte (Spain).

Role of the funders/sponsors: None of the funders or sponsors of this research had any role in the design and conduct of the study; collection, management, analysis, and interpretation of data; preparation, review, or approval of the manuscript; or decision to submit the manuscript for publication.

Acknowledgments: The ideas and opinions expressed herein are those of the authors alone, and endorsement by the authors' institutions is not intended and should not be inferred.